Demand for green bonds continues to rise as investors aim to cut climate risk in their portfolios. Mondrian’s Sarah Mitchell joined a panel hosted by Portfolio Institutional to look further into this growing asset class and to see how the market is developing. Read the transcript or watch the video here.
Market disruption often leads to mispricing, particularly when sentiment overrides fundamentals.
Watch as Senior Portfolio Manager, Nigel Bliss, discusses the investment case for international equities, including how Europe’s long-overlooked equity market is staging a quiet comeback.
Watch as Andrew Miller, CIO-Emerging Market Equities, discusses the investment opportunity for EM investors in China particularly as the narrative of U.S. exceptionalism continues to come under pressure.
In contrast to many commentators, we increasingly think Europe is a very interesting market. Expectations have generally been compressed by a pretty weak economic backdrop and an extended period of equity market underperformance.
Q1 2025 saw Emerging Markets (EM) rise 3% in a volatile quarter dominated by geopolitical concerns and trade tariff headlines. Amongst large markets, China was the standout performer, rising 15%.
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