Mirabaud Group

💡Introducing the "Friday Wrap Up by John Plassard" Starting this Friday, we’re excited to share a preview of the week’s top events. The "Friday Wrap Up" will feature selected excerpts from our exclusive "Morning News by John Plassard," organized into five key categories: Word of the week, Stock Markets, Bonds, Politics, and a rotating Focus on different industries. We’ll also highlight a "Chart of the Week" when a trend catches our attention. End your week on a high note with our concise and expertly curated Friday Wrap Up—your essential briefing to stay ahead. Disclamer: https://lnkd.in/ekpWuFjf

Fonder une start-up à Genève, quels sont les points clés ? Dans le dernier podcast de la Fondation pour l'attractivité du canton de Genève (FLAG), Louis Fauchier-Magnan, responsable du marché romand chez Mirabaud & Cie SA, pour les activités de gestion de fortune et à l’origine de la stratégie « Mirabaud Swiss Venture Capital », évoque le sujet de la création d’une start-up dans le canton de Genève, les challenges et les opportunités. Découvrez les perspectives de Louis Fauchier-Magnan accompagné de Julien Firmenich, CEO d’Anaïs Ventures SA dans le dernier podcast sur la chaîne Spotify Genève Attractive : https://lnkd.in/egfVaWsS

We are honored to announce that the Group Mirabaud will support the exhibition “Surrealism” of the Centre Pompidou, celebrating the century of the transdisciplinary movement with international pieces of exception. The retrospective will feature works from legendary artists such as Salvador Dalí, Leonora Carrington, Joan Miró or Helen Lundeberg. In a spirit of sharing and dialogue, Mirabaud has been actively involved in promoting contemporary art for several decades. The collaboration with the Centre Pompidou highlights our consideration for innovation, creativity and passion - values that have significantly contributed to our bicentenary heritage. The exhibition will be held at the Centre Pompidou in Paris from the 4th of September to the 13th of January 2025. #Mirabaud #MirabaudGroup #Surrealism #Art #CentrePompidou Max Ernst, L’ange du foyer, 1937 © Adagp, Paris, 2024 Vincent Everarts Photographie

“We have to expect a dovish message from the Fed at Jackson Hole”   Appearing live on CNBC, Mirabaud’s senior investment specialist John Plassard discussed his outlook for US equity markets, the latest consumer spending and inflation data, and what he’s looking out for at next month’s Jackson Hole conference.   Discover the insights of John Plassard on CNBC: https://lnkd.in/eA55rqrK

💡 What are the key factors driving the success of Chinese automakers in the global electric vehicle market? Our macroeconomic expert, John Plassard, explores how Chinese automakers are becoming pivotal players in the global electric vehicle (EV) industry, producing over half of the world's EVs. Western manufacturers need to pay close attention to this growing competition. Discover the perspectives of John Plassard in our latest Weekly Insights. #Mirabaud #MirabaudGroup #WeeklyInsights #ViewsOfOurExperts #EV #China

💡 Bond Moment with Catherine Reichlin   At the height of the summer, volatility exploded and market sentiment changed. From "bad news isn't so bad" because it implies that the US monetary easing cycle is imminent, the market has moved to "bad news is bad news". What caused this shift and, more importantly, what lessons can we learn for the coming months?   We also invite you to discover more of Catherine's expert views in her monthly column for AGEFI, Nouvelle Agence Économique et Financière (articles only available in French): https://lnkd.in/efyysGnk   #Mirabaud #MirabaudGroup #BondMarkets #BondMoment

What impact will the historic collapse of the Tokyo stock market and a potential recession in the United States have on the Canadian economy? Find out John Plassard's insights following his interview on Radio-Canada.   ✔️ The Canadian economy would obviously experience a global slowdown, as the United States is its leading trading partner. ✔️ In addition to the economic slowdown of China, a recession in the US would lower the global demand for energy, which is an important composing of the Canadian export market. ✔️ However, the anticipated cut in interest rates by the Canadian Central Bank reduces the pressure on consumers, but does not mean that the economy is completely preserved.   Our expert emphasizes the importance of monitoring the geopolitical situation in the Middle East, as a stronger-than-expected response from Iran to Israel, along with American involvement in the conflict, could have a much greater impact on the markets, especially on energy, which is a key asset for Canada. #Mirabaud #MirabaudGroup #Stockmarkets #FinancialMarkets #Canada #US #recession #Nikkei Sylvain Racine

📉 Are the United States heading into a recession? Following the release of U.S. employment figures last week, fears of a recession are growing. Recent indicators, particularly job creation and the unemployment rate, are concerning. 👇 Find out the insights of our Investment Specialist, John Plassard. ✔️ 144,000 jobs were created in July, well below the 12-month average of 215,000 and the expected number of 175’000, with the unemployment rate rising from 4.1% to 4.3%. ✔️ The Sahm rule states that if the three-month moving average of the unemployment rate increases by 0.50 percentage points or more compared to its lowest of the previous 12 months, it indicates the start of a recession. This rule is currently confirmed by the latest figures. Potential consequences of a U.S. recession, based on recent cases in the United States: ✔️ The S&P 500 typically shows relatively weak but likely positive results during a recession, followed by increasingly positive cumulative returns as time moves away from the recession. ✔️ Inversely correlated with federal funds rates and short-term interest rates, bond prices tend to rise and bond yields tend to fall during a recession. This trend reverses after the recession. ✔️ Defensive sectors such as healthcare, consumer staples, and public utilities tend to outperform, in contrast to sectors of industrials, information technology, and real estate. If a recession occurs, the question to ask is: How long will it last? #Mirabaud #MirabaudGroup #USmarkets #stockmarkets #financialmarkets #recession

We are thrilled to announce the release of Mirabaud’s latest corporate video.   It embodies our core values: independence, conviction, responsibility and passion, which have led us since 1819.   Our founding principles have helped us to guide our Clients through a complex world for two centuries and have been passed down through the generations. We are proud to be Accountable for generations.   Our ambition is to create a better future, a responsible one.   Dive deep into the DNA of the Maison Mirabaud.   #Mirabaud #MirabaudGroup #Accountableforgenerations #independence #conviction #responsibility #passion 

💡 We are currently observing a pause in the global manufacturing cycle recovery. In the US, signs of a cooling labor market and slowing services sector data support a soft-landing scenario. The recent slowdown in economic activity is helping to alleviate inflationary pressures, leading us to expect that yields will continue to decline. Discover the impact of the current economic environment on our asset allocation through the insights of Marie Thibout, Senior Economist & Strategist.   #Mirabaud #MirabaudGroup #MonthlyHouseView #FinancialMarkets #Investment #InvestmentOutlook