Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda, the effects of the most recent election results in Korea, and Mondrian’s positioning and outlook for the region.
Mondrian Investment Partners has opened a new Singapore office to provide institutional investors better access to our comprehensive range of equity and fixed income strategies.
In a year of political change, investors face uncertainty as fragmented allegiances and significant challenges shape the markets ahead of pivotal elections in Europe and the US.
The over-riding theme dominating global market moves this year has been the expectation surrounding the current and future monetization of Artificial Intelligence.
Significant uncertainty remains in markets, be it in relation to the nature of the AI revolution or the political outlook in Europe. And in 2024, the biggest year for elections in history, the range of outcomes has the potential to widen even further.
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.
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Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.