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.

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.