Insights

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. 

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.

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.

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.

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.