Senior Portfolio Manager, Nigel Bliss, reviews how the market and portfolio performed, including stand-out holdings, and our outlook in this quarterly update video.
In this video, Senior Portfolio Manager Charlie Hill reflects on a volatile but ultimately strong 2025 for global equity markets and discusses where he sees the most compelling opportunities today.
Watch Senior Portfolio Manager, Nigel Bliss, discusses the opportunities we see in international equities following an eventful 2025 and outlines the compelling, multi-pillar case for increasing international equity exposure.
Despite the relative outperformance of non-US markets compared to the US market in 2025, we continue to see differentiated and compelling opportunities outside of the US.
The EM recovery has been propelled by a combination of secular and cyclical earnings growth drivers, with investors attracted by the persistent valuation discount.
Despite the relative outperformance of non-US markets compared to the US market in 2025, we continue to see differentiated and compelling opportunities outside of the US.
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Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.