MONDRIAN
News & Insights
Featured Insights
Global Equity Investment Outlook – Q2 2026
While the long-term outlook for AI remains compelling, the increasing reliance on external financing, elevated valuations and unprecedented market concentration suggest investors should distinguish between AI’s structural opportunity and the cyclical risks embedded in current expectations.
The Narrow Nature of Emerging Markets Returns
Investors appeared willing to look through the geopolitical uncertainty and refocus on corporate earnings. However, rather than illustrating broad market resilience, this rebound has been propelled by a limited number of Artificial Intelligence (AI) related stocks.
All Insights
Governance Reform and Shareholder Returns in Emerging Markets
Emerging Market equities have traded at a discount to developed markets for much of the past two decades. Political risk, economic volatility, slower growth in some countries and a different sector mix explain part of that gap. Corporate governance explains another part.
LEARN MORE
Posted on July 14, 2026
Global Equity Investment Outlook – Q2 2026
While the long-term outlook for AI remains compelling, the increasing reliance on external financing, elevated valuations and unprecedented market concentration suggest investors should distinguish between AI’s structural opportunity and the cyclical risks embedded in current expectations.
LEARN MORE
Posted on July 14, 2026
The Narrow Nature of Emerging Markets Returns
Investors appeared willing to look through the geopolitical uncertainty and refocus on corporate earnings. However, rather than illustrating broad market resilience, this rebound has been propelled by a limited number of Artificial Intelligence (AI) related stocks.
LEARN MORE
Posted on July 14, 2026
International Equity Investment Outlook – Q2 2026
This quarter’s market advance has been remarkably narrow, concentrated in a small number of technology focused stocks — a marked contrast to the rally at the start of 2026, which saw a notable broadening of returns.
LEARN MORE
News & Announcements
Japanese Market Movement Creates Opportunity for Active Management
Mondrian takes a differentiated approach to currency valuation using a long-term Purchasing Power Parity method. Our PPP method provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
READ MORE
Fundsgate Signs Distribution Agreement with Mondrian Investment Partners
Fundsgate SA, an independent fund selector and distributor based in Switzerland, and Mondrian are glad to announce their new strategic partnership for the distribution of Mondrian’s products to professional investors in Southern Switzerland.