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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International Equity Investment Outlook – Q2 2023

The Japanese equity market has enjoyed a resurgence of popularity as corporate governance reforms led by the Tokyo Stock Exchange have drawn investors back. This has been welcome for Mondrian’s international and global equity portfolios which more recently have had a differentiated and contrarian overweight position.

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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
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