Mondrian Complies with Executive Order Regarding China

MONDRIAN

Insights

us dollar could have a lot further to fall

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.

Emerging Markets Equities

Since the Global Financial Crisis (“GFC”) in 2008, the composition of the emerging market (“EM”) equity index has been through considerable change.

International Equity Outlook

Energy has been the worst performing sector in MSCI EAFE this year. So why do we believe there is long-term value in this sector?

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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.

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  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 a flight to safety. …

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Growth-oriented investments in equity markets have significantly outperformed value since the financial crisis.

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© 2021 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of December 31, 2020 unless otherwise noted.

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