Gregory Halton, Senior Portfolio Manager, assesses the opportunities and risks of the semiconductor sector that is suddenly making front-page news in this European Investor article. Click here to read the article.
Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlights our portfolio performance and provides an outlook for the markets.
Senior Portfolio Manager, Charlie Hill, provides an overview of Mondrian’s approach to US large-cap equities, including our philosophy and process.
Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda and the effects of the most recent election results in Korea in this video.
Senior Portfolio Manager, Matt Day, discusses Mondrian’s real yield approach to identify dislocations in bond markets and the current opportunity for active bond positioning.
Given the increased concentration in equity markets and lofty valuations on many of the largest companies, passive investing presents a very different, and arguably riskier, proposition today, than over the past ten years.
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Sixty London Wall
London EC2M 5TQ
United Kingdom
Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.