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ESG Clarity – Exclusive Q&A: Mondrian’s Cudmore Unveils Global Green Bond Fund Launch

ESG Clarity – Exclusive Q&A: Mondrian's Cudmore Unveils Global Green Bond Fund Launch

In this exclusive interview, Mondrian’s David Cudmore talks about the importance of sovereign issuance and what’s next for the green bond market, and the launch of Mondrian’s Global Green Bond Fund.

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Recent Insights

Global Equity Investment Outlook – Q2 2026

While the long-term outlook for AI remains compelling, the increasing reliance on external financing, elevated valuations and unprecedented market concentration suggest investors should distinguish between AI’s structural opportunity and the cyclical risks embedded in current expectations.

The Narrow Nature of Emerging Markets Returns

Investors appeared willing to look through the geopolitical uncertainty and refocus on corporate earnings. However, rather than illustrating broad market resilience, this rebound has been propelled by a limited number of Artificial Intelligence (AI) related stocks.

International Equity Investment Outlook – Q2 2026

This quarter’s market advance has been remarkably narrow, concentrated in a small number of technology focused stocks — a marked contrast to the rally at the start of 2026, which saw a notable broadening of returns.
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About Mondrian

Mondrian is an employee-owned investment management firm with offices in London, Philadelphia, Singapore and Melbourne. We are value investors across the globe in both equity and fixed income asset classes. Founded in 1990, we have employed a rigorous fundamental research process that is the foundation of our success. Mondrian’s well-resourced investment team manages assets on behalf of over 250 institutional client accounts.
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