Funds Europe – Green bond investment is not yet achieving net zero, but there is hope

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.

Recent Insights

Making a Difference – Why ESG is Essential for Successful Investing in Emerging Markets Debt

Rather than use ESG in isolation as a screening tool, Mondrian believes it is better used as a risk factor which can be priced along with other credit risk factors and demand a higher return on capital to compensate us for additional ESG risk.

Is China Unstoppable? – Featured in Chief Investment Officer magazine

Ginny Chong, Senior Portfolio Manager at Mondrian was recently interviewed by Chief Investment Officer magazine in the article “Is China Unstoppable?” Ms. Chong commented on the extent that the authoritarian Chinese government is an inhibiting force to innovative thinking.

Understanding Value Investing in Emerging Market Equities

Value has somewhat different meanings depending on one’s specific interpretation. We thought it would be interesting to further expand, and give our explanation of Mondrian’s emerging market portfolio value credentials by looking through a few different lenses.

South Africa in Focus

At the African National Congress (ANC) election in December 2017, Cyril Ramaphosa was elected as the new leader of the party, replacing the ineffective and corrupt incumbent Jacob Zuma. Pure relief at a change of leader led to such exuberance in financial markets that the phrase ‘Ramaphoria’ was coined.

Mondrian Expands Mutual Fund Offerings

We are pleased to announce the reorganizations of the Laudus Mondrian International Equity Fund (LIEIX), Laudus Mondrian Emerging Markets Fund (LEMNX) and the Laudus Mondrian International Government Fixed Income Fund (LIFNX) effective September 24, 2018.

Mondrian is an employee owned investment management firm with offices in London, Philadelphia and Singapore. 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 clients.

© 2024 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507. All information is as of December 31, 2023 unless otherwise noted.

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Funds Europe – Green bond investment is not yet achieving net zero, but there is hope

Recent Insights

Making a Difference – Why ESG is Essential for Successful Investing in Emerging Markets Debt

Is China Unstoppable? – Featured in Chief Investment Officer magazine

Understanding Value Investing in Emerging Market Equities

South Africa in Focus

Mondrian Expands Mutual Fund Offerings

Policy Statements

Sign up to receive more information

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