Video: International Equities Q4 2023 Update
Senior Portfolio Manager, Nigel Bliss, reviews Q4 2023, our investment performance and provides an outlook for the opportunities ahead.
Video: Emerging Markets Equities Update Q4 2023
Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors and where we see opportunities going forward.
Video: Mondrian Fixed Income Investment Philosophy
Senior Portfolio Manager, Matt Day, discusses Mondrian’s fixed income investment philosophy, including its history, and how not all real yield measures are the same.
Global Equity Investment Outlook – Q4 2023
2023 rollercoaster ride ends with a strong year for developed equity markets.
Emerging Markets Small Cap Investment Outlook – Q4 2023
We believe an environment of protracted modest global growth drives the search for yield and investments providing growth. This favors investments in an inefficient asset class such as emerging markets small cap which offers structural growth.
International Equity Investment Outlook – Q4 2023
Despite strong market returns in 2023, public equities at the value end of the market continue to offer attractive long-term expected returns.
2024 Emerging Markets Investment Outlook
In 2024, about two billion people, an unprecedented number, will go to the polls in more than 70 countries to vote for new leaders and governments.
International Equities Video Update – Q3 2023
Senior Portfolio Manager, Nigel Bliss, reviews how the market and portfolio performed, including stand-out holdings, and our outlook in this quarterly update video.
Video: Why Emerging Markets Small Cap
Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.
Emerging Markets Video Update – Q3 2023
Watch as Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including views on China shareholder returns, current portfolio positioning and where we see opportunities going forward.
