David Cudmore, Portfolio Manager at Mondrian Investment Partners, says greater transparency will be crucial to attracting investors to transition opportunities in his latest insight into the Green Bond market, published in ESG Investor. Click here to read the article.
The emerging markets asset class experienced a challenging quarter as negative news flow seemed to follow its largest component, China.
Despite political and COVID uncertainty, Japan is an attractively valued market which offers strong corporate earnings growth, a defensive dividend stream, and continued corporate governance improvements helping to unlock further value.
Having been a COVID-19 success story in the early months of the pandemic, the Japanese equity market has been a marked laggard in 2021.
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All information is as of June 30, 2021 unless otherwise noted.
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