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About Mondrian
Mondrian is an employee-owned investment management firm with offices in London, Philadelphia and Singapore. 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 approximately 250 institutional client accounts.
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News & Insights
Emerging Markets Investment Outlook – Broad Impact of the Iran War on Global Emerging Markets
The degree of impact varies significantly across regions, primarily reflecting differences in energy dependence, external balances, and policy credibility.
International Equity Investment Outlook – Implications of the Iran Conflict
Iran’s demonstrated ability to close the Strait of Hormuz even under significant military pressure, highlights a fragility in global supply.
Global Equity Investment Outlook – Implications of the Iran Conflict
Turning to the likely longer-term implications of the conflict in Iran on energy markets: this war, together with Russia’s ongoing invasion of Ukraine, highlights the chokepoints in the energy system.