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.
Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlighting the impact of strong currency gains and opportunities in Japan.
Recent equity market volatility has led some to question the Japanese equity market renaissance. In this paper, we revisit the rationale for our positioning in Japan and to consider what, if anything, has changed more recently.
In this video, Senior Portfolio Manager Matt Day explores how disinflation is shaping the global economy in 2024.
The recent swings in equity markets have prompted some to question the Japanese equity market renaissance. In this article, we explore the reasoning behind our stance on Japan and assess whether any recent developments have shifted our perspective.
The last 15 years have been challenging for EM returns, especially when compared to the MSCI World Index, and even more so versus the S&P 500. However, there are several compelling reasons to consider EM equities.
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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.