Current levels of investment in green bonds are not sufficient even to meet domestic national carbon reduction targets, let alone net zero, says portfolio manager Sarah Mitchell, in this opinion piece published in Funds Europe.
The EM recovery has been propelled by a combination of secular and cyclical earnings growth drivers, with investors attracted by the persistent valuation discount.
Despite the relative outperformance of non-US markets compared to the US market in 2025, we continue to see differentiated and compelling opportunities outside of the US.
For decades, U.S Treasuries have been the cornerstone of fixed income portfolios, serving as the global benchmark for safety and liquidity.
Global equity markets have risen strongly year-to-date, extending a rally that has seen the MSCI World Index reach multiple new highs.
Despite recent market strength, we believe compelling opportunities exist in defensive segments with attractive valuations and resilient long-term return potential.
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Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.