Reading Time: 4 minutes Morningstar has awarded the Mondrian International Value Equity Fund a Morningstar Analyst Rating of Silver and maintains its 4-star Overall rating as of September 30, 2020.
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.
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.
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.
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?
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.