For EM investors, China’s renewed confidence in its technological and industrial base — set against the backdrop of a slowly recovering domestic macroeconomic cycle — offers a compelling diversification opportunity, particularly as the narrative of U.S. exceptionalism continues to come under pressure.
In this video, Senior Portfolio Manager Matt Day explores how disinflation is shaping the global economy in 2024.
The recent swings in equity markets have prompted some to question the Japanese equity market renaissance. In this article, we explore the reasoning behind our stance on Japan and assess whether any recent developments have shifted our perspective.
The last 15 years have been challenging for EM returns, especially when compared to the MSCI World Index, and even more so versus the S&P 500. However, there are several compelling reasons to consider EM equities.
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.
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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.