‘Inflationary’ and ‘volatile’ or ‘good for growth’?: Trump declares victory in 2024 US election
Trump wins US election, paving the way for high tariffs and tax cuts that could prove volatile
Mirabaud
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Square Mile removes Jupiter Global Value rating on Whitmore exit
While three strategies entered the Square Mile Academy of Funds in October
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Mirabaud AM names CEO as part of wider group leadership changes
Current deputy managing director Umberto Boccato will succeed Lionel Aeschlimann at the start of 2025
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Mirabaud head of equities Anu Narula to exit
Narula exits to join a superannuation fund after 11 years at Mirabaud
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Mirabaud: Jumbo rate cuts call for neutral duration
Andrew Lake examines the speed and tragectory of the cutting cycle set in motion by the Fed last week and what it means for fixed income
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Beneath the bonnet: The case for building suppliers, TK Maxx and General Electric
Three fund managers share stocks that are making a difference
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Is a bitcoin allocation a diversification ‘cheat code’?
A 1% bitcoin allocation in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years
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Mirabaud: Broadening equity rally to spur a surge in convertible bonds
After a few lacklustre years, convertible bond are back on the up, writes Mirabaud’s Nicolas Crémieux
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Mirabaud Wealth hires director duo from UBS
Joe Knight and Liam Jones join the firm’s London office
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Is there life in UK consumer stocks?
Retail sales ‘continue to defy doom-mongers’ despite cost-of-living crisis
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Four views: All that glitters
With inflation expected to moderate in the coming months, what does that mean for gold and other precious metals?
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European equities: They may be cheap, but is there reason to be cheerful?
After a difficult year for the continent, Ian Sansom of Fidelity International and Mirabaud’s Hywel Franklin explain why investors could be looking towards European equities with greater confidence
