Insights

Reading Time: 4 minutes 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.

Reading Time: 8 minutes 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.

Reading Time: < 1 minute In this exclusive interview manager Mondrian’s David Cudmore talks about the importance of sovereign issuance and what’s next for the green bond market, and the launch of Mondrian’s Global Green Bond Fund.

Reading Time: 5 minutes 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.

Reading Time: 9 minutes 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.

Reading Time: < 1 minute As green bonds continue to rise in issuance, investors are taking a closer look at this asset class. Sarah Mitchell, Portfolio Manager on Mondrian’s Global Fixed Income and Currency investment team, talks with Bond Buyer about the asset class.