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.
Global indices have rallied strongly off April’s lows, ending the quarter near all-time highs, with recent geopolitical shocks failing to disrupt the sharp recovery.
There has been a dramatic turnaround for markets over the past quarter. Investors have enthusiastically welcomed the possibility that global governments can successfully reorder trade policy with a limited impact on economic activity.
Market disruption often leads to mispricing, particularly when sentiment overrides fundamentals.
Watch as Senior Portfolio Manager, Nigel Bliss, discusses the investment case for international equities, including how Europe’s long-overlooked equity market is staging a quiet comeback.
Watch as Andrew Miller, CIO-Emerging Market Equities, discusses the investment opportunity for EM investors in China particularly as the narrative of U.S. exceptionalism continues to come under pressure.
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