MONDRIAN

Insights

In anticipation of a vaccine-led, fiscal spending supported economic recovery, equity markets have risen strongly from the lows last year.

mondrian

Inflation prints will almost inevitably step up during the course of this year as a consequence of a return towards normality. However, any rise should be limited.

mondrian

Green bonds' 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.

green stalks in a field

There is still an opportunity for green finance now as well as in the future to facilitate the transition to greener, more sustainable ways of doing business.

mondrian

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.

mondrian

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.

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 March 31, 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