Mondrian’s Global Fixed Income and Currency Team explains how our investment process has been able to produce the consistent returns and why they expect to be able to continue doing so.
The US dollar is extremely overvalued and if history is any guide it is poised for a substantial multi-year fall. According to our Purchasing Power Parity (PPP) valuations, it is now overvalued against every major currency in the world.
Since the Global Financial Crisis (“GFC”) in 2008, the composition of the emerging market (“EM”) equity index has been through considerable change.
A green bond is one whose proceeds are directed exclusively to financing projects that have a positive environmental impact. However there is still no one widely accepted definition of what constitutes green.
© 2020 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of September 30, 2020 unless otherwise noted.
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