MONDRIAN

Insights

Beijing, China

The emerging markets asset class experienced a challenging quarter as negative news flow seemed to follow its largest component, China.

Japanese maple tree and umbrellas

Despite political and COVID uncertainty, Japan is an attractively valued market which offers strong corporate earnings growth, a defensive dividend stream, and continued corporate governance improvements helping to unlock further value.

red Japanese lanterns

Having been a COVID-19 success story in the early months of the pandemic, the Japanese equity market has been a marked laggard in 2021.

Semiconductor

The semiconductor sector is in the grip of a cyclical upturn, after being thrust onto the front pages as the impact of acute shortages of certain chips is felt in many industries.

mondrian investment partners matt day and paul danaswamy discuss the case for global bonds

Senior Portfolio Manager, Matt Day discusses the case for global bonds in this video.

Fund investors in the US are turning to foreign markets, with flows into international equity funds rivaling those into domestic in recent months.

Sign up to receive more information

© 2021 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of June 30, 2021 unless otherwise noted.

Subscribe

By clicking SUBMIT, you are agreeing to our Privacy Policy, which can be found here. Once confirmed, you will be subscribed to our mailing list. We will retain your email address in order to send the requested information. You can unsubscribe or change your details at any time. We will send no further information nor subscribe you to the list until you confirm your request. If this is in error and you would not like to receive updates please close this box without clicking SUBMIT.

North American Investors

201 King of Prussia Road
Suite 620
Radnor, PA 19087 
United States

Non-North American Investors

Fifth Floor
10 Gresham Street
London EC2V 7JD
United Kingdom