Watch as Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlighting the impact of strong currency gains and opportunities in Japan.
Given the increased concentration in equity markets and lofty valuations on many of the largest companies, passive investing presents a very different, and arguably riskier, proposition today, than over the past ten years.
In a nod to the turnaround of the Japanese stock markets fortunes that followed a focus on improving corporate governance, the Koreans have now embarked on their own value up program.
Earlier this year, a debate broke out among investors on the significance and impact of passive investing on equity markets and their role in long-term price-discovery in financial markets.
Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.
Senior Portfolio Manager, Nigel Bliss, reviews Q4 2023, our investment performance and provides an outlook for the opportunities ahead.
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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