MONDRIAN

Insights

The last 12 months in many ways have been a microcosm of so much that is good and bad about emerging markets equity investing.

global equity value investment outlook

While market strength and the relative resilience of economies are encouraging, recent fiscal policy announcements highlight the uncertainty that continues to govern the pandemic response.

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

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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.

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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.

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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 June 30, 2021 unless otherwise noted.

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