Watch as Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlighting the impact of strong currency gains and opportunities in Japan.
After a challenging few years, Russia’s invasion of Ukraine in February made it clear that 2022 would not mark a return to the low interest rate and low volatility, post-GFC paradigm.
Against a difficult backdrop, there was no place to hide in public investment markets in 2022. Inflation and interest rates were on the rise and large blow-ups such as Credit Suisse, Tesla, FTX and the broader crypto-sphere dominated headlines.
2022 was a challenging year for the global economy and stock markets. The desperately sad war in Ukraine caused havoc on global commodity markets, further pressurizing inflation that was already on the rise.
Morningstar has awarded the Mondrian International Value Equity Fund a Morningstar Analyst Rating of Silver as of September 26, 2022.
When building a portfolio of US Large Cap companies, it is critical to have a global perspective. Over 30% of the revenue for the Fortune 100 is derived from outside the US. Additionally, many US multinational companies’ largest direct competitors are based in a different country.
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.
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.
201 King of Prussia Road
Suite 620
Radnor, PA 19087
United States
Tenth Floor
Sixty London Wall
London EC2M 5TQ
United Kingdom