Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors, current portfolio positioning and where we see opportunities going forward.
Senior Portfolio Manager, Matt Day, discusses Mondrian’s fixed income investment philosophy, including its history, and how not all real yield measures are the same.
2023 rollercoaster ride ends with a strong year for developed equity markets.
We believe an environment of protracted modest global growth drives the search for yield and investments providing growth. This favors investments in an inefficient asset class such as emerging markets small cap which offers structural growth.
Despite strong market returns in 2023, public equities at the value end of the market continue to offer attractive long-term expected returns.
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.
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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