Mondrian Investment Partners Ltd. – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 03 May 2024 21:03:19 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Is the U.S. dollar overvalued? https://www.benefitscanada.com/canadian-investment-review/research-markets/is-the-u-s-dollar-overvalued/ https://www.benefitscanada.com/canadian-investment-review/research-markets/is-the-u-s-dollar-overvalued/#respond Tue, 24 Mar 2020 04:34:41 +0000 https://cumulus.benefitscanada.com/uncategorized/is-the-u-s-dollar-overvalued/ The U.S. dollar is overvalued and, if history has any lessons for investors, it’s that the dollar is set for a multi-year fall, according to Mondrian Investment Partners Ltd. “The way that we look at currencies generally is to take a valuation approach,” says Kevin Fenwick, portfolio manager for global fixed income and currency at […]

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]]> https://www.benefitscanada.com/canadian-investment-review/research-markets/is-the-u-s-dollar-overvalued/feed/ 0 Emerging markets value investing not about catching falling knives: expert https://www.benefitscanada.com/canadian-investment-review/public-equities/emerging-markets-value-investing-not-about-catching-falling-knives-expert/ https://www.benefitscanada.com/canadian-investment-review/public-equities/emerging-markets-value-investing-not-about-catching-falling-knives-expert/#respond Tue, 17 Mar 2020 03:47:08 +0000 https://cumulus.benefitscanada.com/uncategorized/emerging-markets-value-investing-not-about-catching-falling-knives-expert/ When it comes to emerging markets equities, it’s important to look for compounders that will create value over time, says Andrew Miller, chief investment officer for emerging markets equities at Mondrian Investment Partners Ltd. “Obviously, all of us that operate in the stock market and invest in the stock market, whether you’re a fund manager […]

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