MONDRIAN

Insights

us dollar could have a lot further to fall

Reading Time: 2 minutes 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

Reading Time: < 1 minute 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

Reading Time: 6 minutes 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

Reading Time: 6 minutes 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

Reading Time: 8 minutes 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.

mondrian

Reading Time: < 1 minute Clive Gillmore, CEO and Group CIO at Mondrian Investment Partners, discusses the international markets and global equities. Hosted by Paul Sweeney and Vonnie Quinn.

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