MONDRIAN

Insights

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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.

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.

Green Bonds

The Rise of a Green Bond Market

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. 

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?

mondrian

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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All information is as of June 30, 2021 unless otherwise noted.

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