Senior Portfolio Manager, Nigel Bliss, reviews Q4 2023, our investment performance and provides an outlook for the opportunities ahead.
The ongoing mini-crisis that erupted in the UK at the end of September underlines the broader systemic fragility, the challenges and risks of portfolio illiquidity and the very narrow execution space for policymakers.
In what is turning out to be a challenging year for global stock market returns, the performance of India stands out within the emerging market asset class.
After 15 years of post-crisis reconstruction, high energy prices, high inflation, rising interest rates and war in Ukraine have pushed volatility higher and are once again exposing the fragile backdrop to the global financial system.
Emerging Markets Debt can complement traditional fixed income by enhancing long run returns and acting as an important diversifier within global portfolios.
Mondrian Investment Partners is excited to announce the Mondrian UCITS funds range is now available on the Allfunds platform.
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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