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, Matt Day, discusses Mondrian’s fixed income investment philosophy, including its history, and how not all real yield measures are the same.
2023 rollercoaster ride ends with a strong year for developed equity markets.
Despite strong market returns in 2023, public equities at the value end of the market continue to offer attractive long-term expected returns.
In 2024, about two billion people, an unprecedented number, will go to the polls in more than 70 countries to vote for new leaders and governments.
Senior Portfolio Manager, Nigel Bliss, reviews how the market and portfolio performed, including stand-out holdings, and our outlook in this quarterly update video.
Tenth Floor
Sixty London Wall
London EC2M 5TQ
United Kingdom