Nigel Bliss, Senior Portfolio Manager at Mondrian Investment Partners recently spoke with PlanAdvisor on opportunities in international investing. “For investors with long-term time horizons”, he said, “international equity markets offer diversification and present a meaningful opportunity, given the near decade-long outperformance of U.S. equities over international and the material overvaluation of the U.S. dollar relative to most market developed market currencies.”
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Emerging Markets Debt can complement traditional fixed income by enhancing long run returns and acting as an important diversifier within global portfolios.
Mondrian Investment Partners is excited to announce the Mondrian UCITS funds range is now available on the Allfunds platform.
Against the US dollar, the Japanese yen is at a 24-year low. Over the same period, the domestic purchasing power of the dollar has almost halved, whilst that of the yen has barely moved.
In 2022, as the Fed started to tighten, the powerful rally in equities came to an end, and investor confidence in growth stocks has been eroded away.
While the year’s weakness had initially been concentrated among the most speculative assets – including meme stocks, cryptocurrencies and special purpose acquisition vehicles – this sell-off became more broad-based in the second quarter.
Mondrian is an employee owned investment management firm with offices in London, Philadelphia and Singapore. We are value investors across the globe in both equity and fixed income asset classes. Founded in 1990, we have employed a rigorous fundamental research process that is the foundation of our success. Mondrian’s well resourced investment team manages assets on behalf of over 250 institutional clients.
© 2024 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507. All information is as of December 31, 2023 unless otherwise noted.
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