The Case for Investing in Green Bonds
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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Insights
Global Equity Value Investing
The past decade has been a challenging period for value investors: record low interest rates and structural changes in the economy have caused investors to shun value stocks in favor of growth stocks.
Investing During a Pandemic: Three Results Global Fixed Income can Deliver – Featured in Pensions & Investments
Halfway through 2020, the world remains in the grip of a global pandemic, an economic shock of unprecedented scope and magnitude. Investors’ initial response was
International Equity Investment Outlook – July 2020
Growth-oriented investments in equity markets have significantly outperformed value since the financial crisis.
Put Off by Negative Yields? Don’t Be. The Case for Global Fixed Income
Managed appropriately, high quality global developed market fixed income offers investors enhanced yield, downside protection and diversification beyond their home market.
The Continuing Role of Small Cap and Value Investing
This paper sets out the relevance of international small cap investment in a post Covid-19 world.
2019 Outlook – Deal or No Deal
After the MSCI Emerging Markets Index (“Index”) fell 15% in 2018, the Index bounced back in 2019 posting an 18.4% rise.
Investors Embraced the Return of Monetary Easing – MPIEX 4Q19 Outlook
Twelve months ago, most market observers assumed that further economic recovery and the threat of modestly higher inflation would prompt further tightening from central banks on a path to post-crisis monetary normalization.
US Dollar Poised to Fall Sharply
The US dollar is extremely overvalued and if history is any guide it is poised for a substantial multi-year fall. According to our Purchasing Power Parity (PPP) valuations, it is now overvalued against every major currency in the world.
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Policy Statements
© 2020 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of September 30, 2020 unless otherwise noted.