MONDRIAN

Insights

sun rising over the water

Reading Time: 6 minutes Emerging Markets Debt can complement traditional fixed income by enhancing long run returns and acting as an important diversifier within global portfolios.

Reading Time: 2 minutes Against the US dollar, the Japanese yen is at a 24-year low. Over the same period, the domestic purchasing power of the dollar has almost halved, whilst that of the yen has barely moved.

Reading Time: 5 minutes In 2022, as the Fed started to tighten, the powerful rally in equities came to an end, and investor confidence in growth stocks has been eroded away.

Reading Time: 6 minutes While the year’s weakness had initially been concentrated among the most speculative assets – including meme stocks, cryptocurrencies and special purpose acquisition vehicles – this sell-off became more broad-based in the second quarter.

Reading Time: 4 minutes Over the last few months, we have written extensively, and discussed at length with clients and consultants why we thought China was arguably the most attractively valued emerging market, if not global market.

mondrian

Reading Time: 4 minutes 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.

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