Global Equity Investment Outlook – Q1 2023
To date, it would be fair to say that the resilience of economies and of the broader financial system to the breakneck speed of monetary tightening has come as a positive surprise.
US Dollar Beginning to Fall Sharply
Only the second time the USD has been over 2 standard deviations overvalued, If history is any guide, the dollar could have much further to fall, boosting the return on unhedged
global bonds vs US domestic bonds.
International Equity Investment Outlook – Q1 2023
To date, it would be fair to say that the resilience of economies and of the broader financial system to the breakneck speed of monetary tightening has come as a positive surprise.
International Equity Investment Outlook – Q4 2022
After a challenging few years, Russia’s invasion of Ukraine in February made it clear that 2022 would not mark a return to the low interest rate and low volatility, post-GFC paradigm.
Global Equity Investment Outlook – Q4 2022
Against a difficult backdrop, there was no place to hide in public investment markets in 2022. Inflation and interest rates were on the rise and large blow-ups such as Credit Suisse, Tesla, FTX and the broader crypto-sphere dominated headlines.
A Global Perspective: Mondrian’s approach to identifying value in the US
When building a portfolio of US Large Cap companies, it is critical to have a global perspective. Over 30% of the revenue for the Fortune 100 is derived from outside the US. Additionally, many US multinational companies’ largest direct competitors are based in a different country.
The Case for Local Currency Emerging Markets Debt
Emerging Markets Debt can complement traditional fixed income by enhancing long run returns and acting as an important diversifier within global portfolios.
Morningstar Analyst Report: Mondrian International Value Equity Fund – Sticking to the Plan
Morningstar has awarded the Mondrian International Value Equity Fund a Morningstar Analyst Rating of Silver and maintains its 4-star Overall rating as of June 30, 2022.
Fixed Income Engagement Framework
There is a long-held belief that engagement is the domain and responsibility of equity holders and fixed income investors cannot engage or do not have the tools to engage effectively with issuers.
Navigating the Decarbonization Transition within Small Cap Equities
The decarbonization journey poses both investment opportunities and challenges with implications to risk appetite, access to capital and asset valuations.
