Video: Emerging Markets Equities Update – Q4 2023

emerging markets

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.

Send by Email
Download PDF

Recent Insights

Global Equity Investment Outlook – Q3 2023

The most recent IMF forecasts for world growth estimate 3% real GDP growth for this year and next year, with the US economy avoiding a recession. While projected global growth is low against pre-pandemic history, most investors would be relieved to escape that easily.

Read More

International Equity Investment Outlook – Q2 2023

The Japanese equity market has enjoyed a resurgence of popularity as corporate governance reforms led by the Tokyo Stock Exchange have drawn investors back. This has been welcome for Mondrian’s international and global equity portfolios which more recently have had a differentiated and contrarian overweight position.

Read More
mondrian investment partners limited

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.

Retirement Planning Linkedin-in

© 2025 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.

Policy Statements

Sign up to receive more information

By clicking SUBMIT, you are agreeing to our Privacy Policy, which can be found here. Once confirmed, you will be subscribed to our mailing list. We will retain your email address in order to send the requested information. You can unsubscribe or change your details at any time. We will send no further information nor subscribe you to the list until you confirm your request. If this is in error and you would not like to receive updates please close this box without clicking SUBMIT.

Search on Mondrian.com

North American Investors

201 King of Prussia Road
Suite 620
Radnor, PA 19087 
United States

+1 215 825 4500

Non-North American Investors

Tenth Floor
Sixty London Wall
London EC2M 5TQ
United Kingdom

+44 207 477 7000

Asia-Pacific

6 Battery Road
Unit 27–04
Singapore
049909

+65 6964 3000