Mirabaud Asset Management

Our portfolio managers share their views on what opportunities and surprises 2025 might bring across equity, fixed income and convertible bond markets. Explore: https://lnkd.in/eJs9MyYW For professional investors only. Capital at risk.

Season's greetings to our clients, colleagues and community around the world. We wish you a joyous holiday season and a wonderful new year.

Our #fixedincome experts share their insights on bond markets moving into 2025. Has #UShighyield got more to offer..? For professional investors only. Capital at risk.

Walk the road less travelled: Hywel Franklin talks to Christian Mayes of Portfolio Adviser about Europe’s undiscovered equity opportunities. Hywel comments: “When investors think about Europe, they typically think of Germany and France – two countries that are struggling. But the region is extremely diverse, and countries such as Spain and Ireland are in much stronger economic positions with brighter prospects than some of the more traditional investment hubs.” #Equities #EuropeanEquities #SMID #EuropeanSMID #smallcapinvesting #smallcap For professional investors only. Capital at risk.

Andrew Lake discusses spread tightening, supply/demand dynamics and the #US #highyield opportunity in Corriere della Sera. Read here ➡️ https://lnkd.in/gt5spaqV

Macro drivers are turning positive for French #realestate. Olivier Seux highlights the top-3 signals: 1️⃣ Interest rates are falling. Since June, the ECB has led the way by ending its restrictive policy and starting to cut rates, which has directly translated into a fall in mortgage rates from 4.2% in December to 3.6% in August.   2️⃣ After a period of turbulence, marked by falling prices and low transaction volumes, valuations have stabilised and offer an attractive entry point. 3️⃣ Demand for housing has always exceeded and continues to exceed supply, making the environment favourable for the production of new homes. We believe now is an opportune time to enter the market. Find out how we invest for superior-risk adjusted returns by financing sustainable real estate projects in France ➡️ https://lnkd.in/eJq5n_nM For professional investors only. Capital at risk.

Head of European Equities Hywel Franklin features in Investire highlighting the investment opportunity in #European #SMIDs as macro headwinds dissipate and valuation metrics become hard to ignore. “European small and mid-caps offer a unique opportunity, thanks to discounted valuations and an improving macroeconomic environment.” Read more: https://lnkd.in/eAyYHix2 For professional investors only. Capital at risk.

“Every quarter for the last eight quarters, NVIDIA has beaten revenue estimates by USD2 billion – and they’ve done it again for Q3.” Global Equities PM Paul Middleton, CFA talks Nvidia results with CNBC World LLC. “The transition phase from old chip, Hopper, to new chip, Blackwell, would typically be difficult, but demand for Hopper remains exceptional with the technology streaks ahead of the competition. Nvidia’s valuation isn’t an issue, in our view.” For professional investors only. Capital at risk.

While megacaps have consumed much of investors’ attention in recent years, creating extreme levels of market concentration, great things have been happening behind the scenes at some of Europe’s lesser-known corporates. Hywel Franklin and Trevor Fitzgerald explore why, when it comes to European equities, small can indeed be beautiful ➡ https://lnkd.in/gy7GyHgF #Equities #EuropeanEquities #SMID #EuropeanSMID #smallcapinvesting #smallcap For professional investors only. Capital at risk.

Trump is expected to be positive for equities, but that doesn't have to mean negative for #bonds. Our #fixedincome team highlight where they see potential opportunities in US and European markets as we wait for further clarity on Republican policy. https://lnkd.in/diV-VJnV For professional investors only. Capital at risk.