Mirabaud Group

⚡ Look at the highlights of the week with John Plassard, Senior Investment Specialist, in our latest Mirabaud View of the Week. 👉 For more expert insights, visit our website: https://lnkd.in/dvi2u6XP Disclaimer: https://lnkd.in/ekpWuFjf #Mirabaud #MirabaudGroup

📉 Policy uncertainty alters financial market activity, especially IPOs, and M&A. But what about investment-grade credit spreads?   Discover insights from John Plassard, Senior Investment Specialist in our latest Weekly Insights. #Mirabaud #MirabaudGroup #WeeklyInsights

🌟 We were pleased to continue our economic conferences roadshow in Dubai last week! Our Middle East team welcomed our guests to the Four Seasons Hotels and Resorts in DIFC, where we shared our latest market insights, with a special focus on the transformative power of Artificial Intelligence. The event was hosted by Noura Cherif, Head of UAE Independent Asset Managers, Samir Atitallah, CEO of Mirabaud Middle East, Carel Huber, Global Head of Independent Asset Managers, and Faisal A., Head of Wealth Management Middle East. A captivating presentation was led by John Plassard, Senior Investment Specialist, and Patrick Albrecht, Head of Advisory & Discretionary at Mirabaud Middle East. The event was a resounding success, offering our guests a fresh perspective and unveiling exciting new opportunities. 🚀 We are excited to keep these dynamic conversations going and look forward to exploring new horizons together: https://lnkd.in/eKDs_7TB #Mirabaud #MirabaudGroup #EconomicOutlook #AI #Dubai #MiddleEast

Tune in to our monthly House View! 🌍📊 The recent rise in U.S. tariffs has sparked a sharp global sell-off, raising concerns about a potential economic downturn. While Trump’s 90-day pause offers temporary relief, tariffs are expected to remain a significant threat to global growth. Join our Senior Strategists & Economists, Marie Thibout and Valentin Bissat, CFA, CAIA, as they outline how we are adjusting our portfolios. #Mirabaud #MirabaudGroup #HouseView

⚡ One week, one man, and one policy—Trump's tariffs reshaped the global risk landscape in real time.   While some global investors see it as a bargaining tactic, others fear a prolonged decoupling that could disrupt supply chains and hurt corporate margins.   A look back at this historic week, with John Plassard, Senior Investment Specialist, in our latest Mirabaud View of the Week.   👉 For more expert insights, visit our website: https://lnkd.in/dvi2u6XP Disclaimer: https://lnkd.in/ekpWuFjf #Mirabaud #MirabaudGroup

We are pleased to share the success of our recent economic conference in Luxembourg! This event, dedicated to local business partners in Luxembourg, provided an opportunity to share Mirabaud’s market perspectives.   The presentation was led by Nicolas Mirabaud, Managing Partner, Bertrand SCHMELER, Head of Wealth Management Luxembourg and Carel Huber, Global Head of Independent Asset Managers.   We also had the privilege to have John Plassard, Senior Investment Specialist, presenting our Economic Outlook, followed by Laurent Lefebvre, founder & CEO of LL Classic Cars, exploring the growing market of classic cars, and demonstrating how it is possible to combine passion with investment.   It was inspiring to engage with such a dynamic group of professionals, and we look forward to future discussions on innovative investment strategies! #Mirabaud #MirabaudGroup #Luxembourg #EconomicOutlook

🚀 We are excited to unveil Mirabaud LinkedIn newsletter ‘From Heritage to Horizons’. Each month, our experts will delve into today’s challenges and tomorrow’s opportunities, shaped by over 200 years of expertise. Subscribe to our newsletter here: https://lnkd.in/d-aNr-FB In this first article, Alejandro Nimo, CFA, Head of Private Assets, explores the democratisation of Private Equity and the opportunities it unlocks. Learn more about the advantages diversifying your portfolio with alternative assets. #Mirabaud #MirabaudGroup #PrivateEquity #PrivateAssets #Portfolio #Diversification

Private Equity is one of Mirabaud’s key investment pillars, driving both portfolio performance and diversification.   Since 2021, we have partnered with AltamarCAM Partners, a global asset manager focused on investing in private markets, to provide our Clients with exclusive and top-tier opportunities.   Explore how Private Equity could fit into your asset allocation with the insights from Camille Vial, Managing Partner at Mirabaud, and Pilar Junco, Managing Partner at AltamarCAM Partners.   Find out more about our private assets strategies: https://lnkd.in/dnARyRjV For professional investors only. All investments involve risks and investors may lose the amount invested. Disclaimer: https://lnkd.in/ekpWuFjf #Mirabaud #MirabaudGroup #PrivateEquity #PrivateAssets #Portfolio #Diversification #AssetsAllocation

We were pleased to continue our Economic Conferences Roadshow with two exclusive economic conferences in Montreal last week, held at Therrien Couture Joli-Coeur, dedicated to lawyers, and The Saint James's Club of Montreal. The presentations were led by John Plassard, Senior Investment Specialist, and Sylvain Racine, CEO of Mirabaud Canada. The presentations focused on the strategic issues that politicians and financiers will need to address to preserve economic stability, given the aggressive US protectionist policy. Our teams were especially pleased to meet Jean Charest, associate at Therrien Couture Joli-Coeur and former Premier of Quebec. Thank you to all participants for these enriching discussions! #Mirabaud #MirabaudGroup #EconomicConference #Canada

🚨 Trump’s announcement on reciprocal tariffs came as a shock and is set to drastically impact the global economy. Discover the analysis of Marie Thibout, Senior Strategist & Economist, and John Plassard, Senior Investment Specialist, and the impact on our asset allocation strategy. #Mirabaud #MirabaudGroup #US #tariffs #reciprocaltariffs #trade #stockmarket