Mirabaud Asset Management's 2020 High Conviction Calls
Discover Mirabaud Asset Management's 6 High Conviction Calls for 2020
6 High Conviction Calls
Mirabaud Asset Management 2020
Market Themes and Recommendations
"Rich valuations make sense in the current environment and the rising stock market cycle is likely to last, supported by central banks’ easing and supportive financial conditions"
Valentin Bissat, Senior Economist / Strategist at Mirabaud Asset Management
“The situation in fixed income markets – with low and partly negative yields - is similar to a group of penguins on a melting icecap. They have the choice of either diving into the water or budging up together, similar to investors in search for safe assets that do not lose money. In our view, the penguins will not take a dive in 2020. “
Gero Jung, Chief Economist at Mirabaud Asset Management
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