MONDRIAN
News & Insights
Featured Insights
International Equity Investment Outlook – Q4 2024
Increasingly, many investors are questioning the need to allocate capital to non-US equities. This raises a crucial question: are there compelling reasons to diversify internationally? In this paper, we will explore the arguments for investing in markets outside the US.
Global Equity Investment Outlook – Q4 2024
The recent performance of equity markets has been marked by a stark divergence between the US and the rest of the world, significantly inflating the premium attached to US equities.
Year End Emerging Markets Review and Outlook
While emerging markets face an uncertain economic and political landscape, we remain optimistic about long-term prospects, especially in undervalued markets.
Local Currency EMD Offers Excellent Value
According to our valuation standards, Local Currency EMD benefits from high PRYs and attractive currency valuations while Hard Currency EMD is tainted by very low credit spreads and an overvalued US dollar.
International Equities
Video: International Equities Update – Q4 2024
Watch as Senior Portfolio Manager, Nigel Bliss, reviews the case for international equity investing, considering current valuations and the compelling opportunities available outside the US.
International Equity Investment Outlook – Q4 2024
Increasingly, many investors are questioning the need to allocate capital to non-US equities. This raises a crucial question: are there compelling reasons to diversify internationally? In this paper, we will explore the arguments for investing in markets outside the US.
Video: International Equities Update – Q3 2024
Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlighting the impact of strong currency gains and opportunities in Japan.
Global Equities
Global Equity Investment Outlook – Q4 2024
The recent performance of equity markets has been marked by a stark divergence between the US and the rest of the world, significantly inflating the premium attached to US equities.
Global Equity Investment Outlook – Q3 2024
The recent swings in equity markets have prompted some to question the Japanese equity market renaissance. In this article, we explore the reasoning behind our stance on Japan and assess whether any recent developments have shifted our perspective.
Global Equity Investment Outlook – Q2 2024
In a year of political change, investors face uncertainty as fragmented allegiances and significant challenges shape the markets ahead of pivotal elections in Europe and the US.
Emerging Markets Equities
Year End Emerging Markets Review and Outlook
While emerging markets face an uncertain economic and political landscape, we remain optimistic about long-term prospects, especially in undervalued markets.
China A-Shares: Why Now?
The last 15 years have been challenging for EM returns, especially when compared to the MSCI World Index, and even more so versus the S&P 500. However, there are several compelling reasons to consider EM equities.
10 Reasons Why Emerging Market Equities are Worth Considering Now
The last 15 years have been challenging for EM returns, especially when compared to the MSCI World Index, and even more so versus the S&P 500. However, there are several compelling reasons to consider EM equities.
Small Caps
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.
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.
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.
Fixed Income
Video: US Dollar Overvaluation – A Historical Perspective
Watch as Senior Portfolio Manager, Matt Day, explores the overvaluation of the US Dollar from a historical perspective.
Local Currency EMD Offers Excellent Value
According to our valuation standards, Local Currency EMD benefits from high PRYs and attractive currency valuations while Hard Currency EMD is tainted by very low credit spreads and an overvalued US dollar.
Video: Global Disinflation Continues
In this video, Senior Portfolio Manager Matt Day explores how disinflation is shaping the global economy in 2024.
News & Announcements
Mondrian Investment Partners Opens New Singapore Office
Mondrian Investment Partners has opened a new Singapore office to provide institutional investors better access to our comprehensive range of equity and fixed income strategies.