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
International Equity Investment Outlook – Q1 2024
Video: International Equities Update – Q4 2023
Global Equities
Video: Mondrian’s Approach to US Large-Cap Equities
Global Equity Investment Outlook – Q1 2024
Global Equity Investment Outlook – Q4 2023
Emerging Markets Equities
Video: Emerging Markets Equities Update – Q1 2024
Emerging Markets Equity Investment Outlook – Q1 2024
Video: Emerging Markets Equities Update – Q4 2023
Small Caps
Emerging Markets Small Cap Investment Outlook – Q4 2023
Video: Why Emerging Markets Small Cap
Mondrian’s Purchasing Power Parity (PPP) Approach
Fixed Income
Video: PRY Dispersion Supports High Active Bond Positioning – April 2024
Video: Mondrian Fixed Income Investment Philosophy
PRY Dispersion Supports High Active Bond Positioning
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.