Morningstar — Investors Are Finding Value Overseas

Fund investors in the US are turning to foreign markets, with flows into international equity funds rivaling those into domestic in recent months. For insight into opportunities abroad, Elizabeth Desmond, CIO International Equities, sat down with Morningstar and other managers to discuss. Click below to read the full article.

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2024 Emerging Markets Investment Outlook

In 2024, about two billion people, an unprecedented number, will go to the polls in more than 70 countries to vote for new leaders and governments.

Emerging Markets Video Update – Q3 2023

Watch as Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including views on China shareholder returns, current portfolio positioning and where we see opportunities going forward.

Mondrian’s Purchasing Power Parity (PPP) Approach

Mondrian’s Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.

Emerging Markets Investment Outlook – Q3 2023

China’s economic challenges have been well documented. The hoped for economic rally following the opening up of the country post the almost three years of Covid disruption has failed to materialize.

Emerging Markets Investment Outlook – Q2 2023

The theme which has overwhelmingly captivated markets this year is Artificial Intelligence, or AI. Since the public launch of the Chat GPT application by OpenAI late last year, the impressive way large language …

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© 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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Morningstar — Investors Are Finding Value Overseas

Recent Insights

2024 Emerging Markets Investment Outlook

Emerging Markets Video Update – Q3 2023

Mondrian’s Purchasing Power Parity (PPP) Approach

Emerging Markets Investment Outlook – Q3 2023

Emerging Markets Investment Outlook – Q2 2023

Policy Statements

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