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Expert Investor — The Enduring Investment Case for Semiconductors

The Enduring Investment Case for Semiconductors

Gregory Halton, Senior Portfolio Manager, assesses the opportunities and risks of the semiconductor sector that is suddenly making front-page news in this European Investor article. Click here to read the article.

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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.

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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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