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.
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.