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Asset management

Global Equity Investment Outlook – Q1 2024

Earlier this year, a debate broke out among investors on the significance and impact of passive investing on equity markets and their role in long-term price-discovery in financial markets.

financial expertise

Video: Why Emerging Markets Small Cap

Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.

International Equities

International Value Investing

International Equity Investment Outlook – Q1 2024

Given the increased concentration in equity markets and lofty valuations on many of the largest companies, passive investing presents a very different, and arguably riskier, proposition today, than over the past ten years.
View article International Equity Investment Outlook – Q1 2024
capital preservation

Video: International Equities Q4 2023 Update

Senior Portfolio Manager, Nigel Bliss, reviews Q4 2023, our investment performance and provides an outlook for the opportunities ahead.
View article Video: International Equities Q4 2023 Update
financial planning

International Equity Investment Outlook – Q4 2023

Despite strong market returns in 2023, public equities at the value end of the market continue to offer attractive long-term expected returns.
View article International Equity Investment Outlook – Q4 2023

Global Equities

Asset management

Global Equity Investment Outlook – Q1 2024

Earlier this year, a debate broke out among investors on the significance and impact of passive investing on equity markets and their role in long-term price-discovery in financial markets.
View article Global Equity Investment Outlook – Q1 2024
asset management

Global Equity Investment Outlook – Q4 2023

2023 rollercoaster ride ends with a strong year for developed equity markets.
View article Global Equity Investment Outlook – Q4 2023
global equity

Global Equity Investment Outlook – Q3 2023

The most recent IMF forecasts for world growth estimate 3% real GDP growth for this year and next year, with the US economy avoiding a recession. While projected global growth is low against pre-pandemic history, most investors would be relieved to escape that easily.
View article Global Equity Investment Outlook – Q3 2023

Emerging Markets Equities

Korea EM pic

Emerging Markets Equity Investment Outlook – Q1 2024

In a nod to the turnaround of the Japanese stock markets fortunes that followed a focus on improving corporate governance, the Koreans have now embarked on their own value up program.
View article Emerging Markets Equity Investment Outlook – Q1 2024
emerging markets

Video: Emerging Markets Equities Update – Q4 2023

Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors and where we see opportunities going forward.
View article Video: Emerging Markets Equities Update – Q4 2023
financial analysis

2024 Emerging Markets Investment Outlook

In 2024, about two billion people, an unprecedented number, will go to the polls in more than 70 countries to vote for new leaders and governments.
View article 2024 Emerging Markets Investment Outlook

Small Caps

risk management

Emerging Markets Small Cap Investment Outlook – Q4 2023

We believe an environment of protracted modest global growth drives the search for yield and investments providing growth. This favors investments in an inefficient asset class such as emerging markets small cap which offers structural growth.
View article Emerging Markets Small Cap Investment Outlook – Q4 2023
financial expertise

Video: Why Emerging Markets Small Cap

Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.
View article Video: Why Emerging Markets Small Cap
ppp

Mondrian’s Purchasing Power Parity (PPP) Approach

Mondrian’s Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
View article Mondrian’s Purchasing Power Parity (PPP) Approach

Fixed Income

fixed income

Video: Mondrian Fixed Income Investment Philosophy

Senior Portfolio Manager, Matt Day, discusses Mondrian’s fixed income investment philosophy, including its history, and how not all real yield measures are the same.
View article Video: Mondrian Fixed Income Investment Philosophy
pry

PRY Dispersion Supports High Active Bond Positioning

Central to Mondrian’s fixed income process is a measure called the Prospective Real Yield (PRY). A market’s PRY is defined as its 10-year government bond yield minus our proprietary inflation forecast for that market and sovereign credit risk.
View article PRY Dispersion Supports High Active Bond Positioning
ppp

Mondrian’s Purchasing Power Parity (PPP) Approach

Mondrian’s Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
View article Mondrian’s Purchasing Power Parity (PPP) Approach

News & Announcements

Pensions Age Awards – Mondrian Shortlisted for Equities Manager of the Year

Mondrian Investment Partners is pleased to announce that we were shortlisted for the Equities Manager of the Year category at the Pensions Age awards.

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Morningstar Analyst Report: Mondrian International Value Equity Fund – A Solid Foundation, though Encountering Headwinds in 2022

Morningstar has awarded the Mondrian International Value Equity Fund a Morningstar Analyst Rating of Silver as of September 26, 2022.

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Morningstar Analyst Report: Mondrian International Value Equity Fund – Sticking to the Plan

Morningstar has awarded the Mondrian International Value Equity Fund a Morningstar Analyst Rating of Silver and maintains its 4-star Overall rating as of June 30, 2022.

READ MORE

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