Content (9)

  • The Case for Investing in Green Bonds

    White papers

    The Case for Investing in Green Bonds

    2020-08-25T08:02:00Z

    A green bond is one whose proceeds are directed exclusively to financing projects that have a positive environmental impact. Bonds are typically governed by concerns regarding credit quality of the issuer, liquidity and duration, and green bonds are no different in this respect.

  • US Dollar Poised to Fall Sharply

    White papers

    US Dollar Poised to Fall Sharply

    2020-07-13T10:25:00Z

    According to our Purchasing Power Parity (PPP) valuations, USD is extremely overvalued

  • Put off by Negative Yields?

    White papers

    Put off by Negative Yields?

    2020-07-02T09:14:00Z

    The strategic case for global fixed income rests on diversification. With the global bond asset class encompassing a wide range of countries, it provides opportunities for diversification versus domestic bond portfolios, and the characteristics of global bonds also provide excellent diversification against riskier asset classes such as equities and high yield credit.

  • The Continuing Role of Small Cap and Value Investing

    White papers

    The Continuing Role of Small Cap and Value Investing

    2020-03-18T10:38:00Z

    This paper sets out the relevance of international small cap investment in a post Covid-19 world.

  • Making a Difference - Why ESG is Essential for Successful Investing in Emerging Markets Debt

    White papers

    Making a Difference - Why ESG is Essential for Successful Investing in Emerging Markets Debt

    2019-11-11T11:18:00Z

    The case for Emerging Markets Debt (EMD) is well-founded. Compared to developed markets fixed income, it offers higher yields whilst at the same time providing the benefit of additional diversification. Investors can choose to allocate to external debt, issued in a hard currency such as the US dollar or euro, or local currency debt issued in the issuer’s own currency; they can also choose to allocate to sovereign or corporate issuers.

  • A Value Approach to ESG - The Mondrian Fixed Income Perspective

    White papers

    A Value Approach to ESG: The Mondrian Fixed Income Perspective

    2019-10-15T10:06:00Z

    Though the term ‘ESG integration’ has only become commonplace in recent years, the incorporation of environmental, social and governance factors as part of broader fundamental investment analysis has been embedded in our approach since the firm’s inception in 1990.

  • Understanding Value Investing in Emerging Market Equities

    White papers

    Understanding Value Investing in Emerging Market Equities

    2019-06-19T10:31:00Z

    The concept of value investing means different things to different people. Value investing is an investment paradigm that involves buying securities that appear under-priced by some form of fundamental or quantitative analysis. The various forms of value investing derive from the investment philosophy first taught by Benjamin Graham and David Dodd at Columbia Business School in 1928, and subsequently developed in their 1934 text Security Analysis.

  • The Case for Emerging Markets Debt

    White papers

    The Case for Emerging Markets Debt

    2019-01-14T10:41:00Z

    Over the past couple of decades, Emerging Markets Debt (EMD) has matured into a large, diverse and growing asset class. According to the Bank of International Settlements (BIS), there is currently more than US$20 trillion of emerging markets bond issuance outstanding – about a fifth of the total global fixed income universe. Within the most commonly followed indices, published by JPMorgan, there are more than seventy countries, with issuers including both sovereign and corporate entities.

  • A Value Approach to ESG - The Mondrian Perspective

    White papers

    A Value Approach to ESG: The Mondrian Perspective

    2018-12-18T10:50:00Z

    As a long-term value manager Mondrian Investment Partners has always believed in carrying out analysis which captures all potential material risks and opportunities; understanding and integrating the impacts of ESG factors has therefore consistently been part of our long-term modelling.