Mondrian Complies with Executive Order Regarding China

MONDRIAN

Insights

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Although there has been much debate about what this stimulus means for inflation, our forecasts have only risen modestly. Inflation prints will almost inevitably step up during the course of …

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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.

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The COVID-19 crisis of 2020 was not a systemic crisis. The scale and speed of fiscal and monetary stimulus led by the US Federal Reserve drove global markets to bounce, registering strong gains for the full year.

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COVID caused a seismic shock in countries across the world, leading to steep declines in global markets. Today, there remain significant mispricing opportunities and we believe the skew is clearly in favor of defensive, value investing.

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There are a myriad of lessons to learn from 2020, but from an investor’s perspective, the pandemic highlighted the need for us to be adaptable, open minded and flexible.

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Despite the COVID-19 gloom, and well against most expectations earlier in the year, market-level investment returns in 2020 offered a positive alternative universe.

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© 2021 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of December 31, 2020 unless otherwise noted.

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