MONDRIAN
News & Insights
Featured Insights
International Equity Investment Outlook – Q1 2024
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.
Video: International Equities Update – Q1 2024
Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlights our portfolio performance and provides an outlook for the markets.
Video: Emerging Markets Equities Update – Q1 2024
Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda and the effects of the most recent election results in Korea in this video.
Video: PRY Dispersion Supports High Active Bond Positioning – April 2024
Senior Portfolio Manager, Matt Day, discusses Mondrian’s real yield approach to identify dislocations in bond markets and the current opportunity for active bond positioning.
International Equities
Video: International Equities Update – Q1 2024
Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlights our portfolio performance and provides an outlook for the markets.
International Equity Investment Outlook – Q1 2024
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.
Video: International Equities Update – Q4 2023
Senior Portfolio Manager, Nigel Bliss, reviews Q4 2023, our investment performance and provides an outlook for the opportunities ahead.
Global Equities
Video: Mondrian’s Approach to US Large-Cap Equities
Senior Portfolio Manager, Charlie Hill, provides an overview of Mondrian’s approach to US large-cap equities, including our philosophy and process.
Global Equity Investment Outlook – Q1 2024
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.
Global Equity Investment Outlook – Q4 2023
2023 rollercoaster ride ends with a strong year for developed equity markets.
Emerging Markets Equities
Video: Emerging Markets Equities Update – Q1 2024
Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda and the effects of the most recent election results in Korea in this video.
Emerging Markets Equity Investment Outlook – Q1 2024
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.
Video: Emerging Markets Equities Update – Q4 2023
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 and where we see opportunities going forward.
Small Caps
Emerging Markets Small Cap Investment Outlook – Q4 2023
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.
Video: Why Emerging Markets Small Cap
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.
Mondrian’s Purchasing Power Parity (PPP) Approach
Mondrian’s Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
Fixed Income
Video: PRY Dispersion Supports High Active Bond Positioning – April 2024
Senior Portfolio Manager, Matt Day, discusses Mondrian’s real yield approach to identify dislocations in bond markets and the current opportunity for active bond positioning.
Video: Mondrian Fixed Income Investment Philosophy
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.
PRY Dispersion Supports High Active Bond Positioning
Central to Mondrian’s fixed income process is a measure called the Prospective Real Yield (PRY). A market’s PRY is defined as its 10-year government bond yield minus our proprietary inflation forecast for that market and sovereign credit risk.
News & Announcements
Pensions Age Awards – Mondrian Shortlisted for Equities Manager of the Year
Mondrian Investment Partners is pleased to announce that we were shortlisted for the Equities Manager of the Year category at the Pensions Age awards.
