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.

Recent Insights

Video: Why Emerging Markets Small Cap

Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.

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.

PRY Dispersion Supports High Active Bond Positioning

Central to Mondrian’s fixed income process is a measure called the Prospective Real Yield (PRY). A market’s PRY is defined as its 10-year government bond yield minus our proprietary inflation forecast for that market and sovereign credit risk.

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.

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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International Equity Investment Outlook – Q1 2024

Emerging Markets Equity Investment Outlook – Q1 2024

Morningstar — Investors Are Finding Value Overseas

Recent Insights

Video: Why Emerging Markets Small Cap

Emerging Markets Video Update – Q3 2023

PRY Dispersion Supports High Active Bond Positioning

Mondrian’s Purchasing Power Parity (PPP) Approach

Emerging Markets Investment Outlook – Q3 2023

Policy Statements

Sign up to receive more information

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