MONDRIAN
Insights
ESG Investor — Greening the World’s Brown Businesses
Reading Time: < 1 minute As more green bond issuers detail their environmental impact, investors will get a clearer picture of what projects they are supporting and the tangible environmental benefit their investment creates.
Global Equity Investment Outlook: Q2 2021
Reading Time: 6 minutes Equity markets have rebounded sharply in the last year, with the MSCI World index now 32% — above where it was pre-COVID-19.
Portfolio Institutional — Green Bonds: Questions and Answers
Reading Time: < 1 minute Demand for green bonds continues to rise as investors aim to cut climate risk in their portfolios. Mondrian's Sarah Mitchell joined a panel hosted by Portfolio Institutional to look further into this growing asset class and to see how the market is developing.
A Value Approach to ESG: The Mondrian Perspective
Reading Time: 5 minutes Understanding and integrating the impacts of ESG factors is a natural extension of our long-term modelling.
Funds Europe – Green bond investment is not yet achieving net zero, but there is hope
Reading Time: < 1 minute Current levels of investment in green bonds are not sufficient even to meet domestic national carbon reduction targets, let alone net zero.
Reading Time: 5 minutes The last 12 months in many ways have been a microcosm of so much that is good and bad about emerging markets equity investing.
Bloomberg Radio: Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, on why U.S. investors should be looking at international equities.
Reading Time: < 1 minute Listen to Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, on Bloomberg Radio discuss why U.S. investors should be looking at international equities.
Reading Time: 5 minutes Amidst increasing concern over deteriorating economic growth, geo-political uncertainty and the prospects of tightening monetary policy, global equity and credit markets threw a temper tantrum towards the end of 2018.
A Value Approach to ESG: Equity Perspective
Reading Time: 6 minutes As a long-term value manager Mondrian Investment Partners has always believed in carrying out analysis which captures all potential material risks and opportunities; understanding and integrating the impacts of ESG factors has therefore consistently been part of our long-term modeling.
A Case Study for Bottom-up Analysis
Reading Time: 5 minutes As a result of our thorough bottom-up analysis and incorporating all a variety of factors into our long-term dividend discount valuation, we concluded the stock was significantly undervalued with an attractive skew of returns and a reasonable worst case scenario.
Dividend Yield and Future Real Growth are Keys to Long-Term International Equity Investing Success
Reading Time: 2 minutes Nearly a decade into an economic recovery marked by low yields and stock market volatility, wary investors are still struggling with where to allocate portfolio assets for stable, long-term returns.
Why International Value Stocks Should be Part of a Diversified Portfolio
Reading Time: 3 minutes Since the US stock market has outperformed international equities for nearly a decade, some investors may falsely believe that owning non-US stocks no longer offers the performance-enhancing advantage it once did.