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.


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.

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All information is as of June 30, 2021 unless otherwise noted.


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