Senior Portfolio Manager, Matt Day, discusses the case for global bonds and the benefits a global bond allocation may have within a portfolio. Click above to watch the video or click here to learn more about Mondrian’s global fixed income capabilities.
International Equity Investment Outlook – Q2 2023
The Japanese equity market has enjoyed a resurgence of popularity as corporate governance reforms led by the Tokyo Stock Exchange have drawn investors back. This has been welcome for Mondrian’s international and global equity portfolios which more recently have had a differentiated and contrarian overweight position.