International Equities Video Update – Q3 2023

investment strategy

Senior Portfolio Manager, Nigel Bliss, reviews how the market and portfolio performed, including stand-out holdings, and our outlook in this quarterly update video.

Recent Insights

international equity

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.

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investment solutions

US Dollar Beginning to Fall Sharply

Only the second time the USD has been over 2 standard deviations overvalued, If history is any guide, the dollar could have much further to fall, boosting the return on unhedged
global bonds vs US domestic bonds.

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