Mirabaud

Transitioning to consulting role

Boughton to join Marketing Alpha Partners

Joined in 2015

Spent almost three years with the firm

ESG factors taken into consideration

Joining as senior portfolio manager

Managed by Kneale and Hewlett

Neville Shaw, emerging markets manager at Mirabaud Asset Management, reports on his recent trip to Brazil and explains why investors should remain cautious.

Private equity team to be based in Paris

Recent softer price indications from the US brought us back another year in terms of the battle between those who believed we were set for long-term secular stagnation and those who believed we were on a new reflationary path.