MONDRIAN
News & Insights
Featured Insights
International Equity Investment Outlook – Q1 2024
Given the increased concentration in equity markets and lofty valuations on many of the largest companies, passive investing presents a very different, and arguably riskier, proposition today, than over the past ten years.
Emerging Markets Equity Investment Outlook – Q1 2024
In a nod to the turnaround of the Japanese stock markets fortunes that followed a focus on improving corporate governance, the Koreans have now embarked on their own value up program.
Global Equity Investment Outlook – Q1 2024
Earlier this year, a debate broke out among investors on the significance and impact of passive investing on equity markets and their role in long-term price-discovery in financial markets.
Video: Why Emerging Markets Small Cap
Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.
International Equities
International Equity Investment Outlook – Q1 2024
Given the increased concentration in equity markets and lofty valuations on many of the largest companies, passive investing presents a very different, and arguably riskier, proposition today, than over the past ten years.
Video: International Equities Q4 2023 Update
Senior Portfolio Manager, Nigel Bliss, reviews Q4 2023, our investment performance and provides an outlook for the opportunities ahead.
International Equity Investment Outlook – Q4 2023
Despite strong market returns in 2023, public equities at the value end of the market continue to offer attractive long-term expected returns.
Global Equities
Global Equity Investment Outlook – Q1 2024
Earlier this year, a debate broke out among investors on the significance and impact of passive investing on equity markets and their role in long-term price-discovery in financial markets.
Global Equity Investment Outlook – Q4 2023
2023 rollercoaster ride ends with a strong year for developed equity markets.
Global Equity Investment Outlook – Q3 2023
The most recent IMF forecasts for world growth estimate 3% real GDP growth for this year and next year, with the US economy avoiding a recession. While projected global growth is low against pre-pandemic history, most investors would be relieved to escape that easily.
Emerging Markets Equities
Emerging Markets Equity Investment Outlook – Q1 2024
In a nod to the turnaround of the Japanese stock markets fortunes that followed a focus on improving corporate governance, the Koreans have now embarked on their own value up program.
Video: Emerging Markets Equities Update – Q4 2023
Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors and where we see opportunities going forward.
2024 Emerging Markets Investment Outlook
In 2024, about two billion people, an unprecedented number, will go to the polls in more than 70 countries to vote for new leaders and governments.
Small Caps
Emerging Markets Small Cap Investment Outlook – Q4 2023
We believe an environment of protracted modest global growth drives the search for yield and investments providing growth. This favors investments in an inefficient asset class such as emerging markets small cap which offers structural growth.
Video: Why Emerging Markets Small Cap
Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.
Mondrian’s Purchasing Power Parity (PPP) Approach
Mondrian’s Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
Fixed Income
Video: Mondrian Fixed Income Investment Philosophy
Senior Portfolio Manager, Matt Day, discusses Mondrian’s fixed income investment philosophy, including its history, and how not all real yield measures are the same.
PRY Dispersion Supports High Active Bond Positioning
Central to Mondrian’s fixed income process is a measure called the Prospective Real Yield (PRY). A market’s PRY is defined as its 10-year government bond yield minus our proprietary inflation forecast for that market and sovereign credit risk.
Mondrian’s Purchasing Power Parity (PPP) Approach
Mondrian’s Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
News & Announcements
Fundsgate Signs Distribution Agreement with Mondrian Investment Partners
Fundsgate SA, an independent fund selector and distributor based in Switzerland, and Mondrian are glad to announce their new strategic partnership for the distribution of Mondrian’s products to professional investors in Southern Switzerland.
