• Mondial Dubai LLC

MONTHLY UPDATES FROM:


Market Commentary - April 2021


The pandemic continued to dominate discourse in April as case numbers globally reached record daily levels, but the impact became increasingly differentiated between the developed world, where the vaccine roll-out is bringing herd immunity and the end of lockdowns and movement restrictions into sight, and developing nations, notably India and Brazil, where second waves have spread rapidly with devastating effect and vaccine roll-out is trailing badly.... MORE...

Investment Update - Predicting Powell

In our latest investment update, the Manager discusses asset classes in which it invests amidst discussions about inflation which is due to the uncertainty about monetary policy... MORE...

Monthly Market Commentary: May 2021

The combination of strong economic data, extraordinary fiscal stimulus, negative real interests and central banks prepared to look through short-term supply pressures supported further gains in risk assets in April. Fixed interest held steady despite rising input prices fueling inflation fears... MORE...

The Active Management Rebound

After an especially challenging first half of 2020 for active managers with smaller cap tilts and valuation disciplines, investors who stuck to their knitting have been rewarded strongly over the past 6-9 months. In this paper, we share the drivers of the recent rebound, the experience for different manager styles and our views for global equity active manager selection going forward... MORE...


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