Despite the COVID-19 gloom, and well against most expectations earlier in the year, market-level investment returns in 2020 offered a positive alternative universe.
MONDRIAN
Insights
All Insights
International Equities
Global Equities
Small Caps
Fixed Income
Emerging Markets Equities
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.
As green bonds continue to rise in issuance, investors are taking a closer look at this asset class. Sarah Mitchell, Portfolio Manager on Mondrian’s Global Fixed Income and Currency investment team, talks with Bond Buyer about the asset class.
Since the Global Financial Crisis (“GFC”) in 2008, the composition of the emerging market (“EM”) equity index has been through considerable change.
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?
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.
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 June 30, 2021 unless otherwise noted.