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.
A Global Perspective: Mondrian’s approach to identifying value in the US
When building a portfolio of US Large Cap companies, it is critical to have a global perspective. Over 30% of the revenue for the Fortune 100 is derived from outside the US. Additionally, many US multinational companies’ largest direct competitors are based in a different country.