For long-term investors, the question is not whether the US will continue to produce world-class companies, but whether current relative pricing and portfolio concentration appropriately reflect the breadth of global opportunity.
Senior Portfolio Manager Matt Day discusses how the Iran conflict is influencing global inflation through energy markets, and why its impact differs from 2022.
Geopolitical tensions are reshaping energy priorities and market dynamics. In this video, Senior Portfolio Manager Nigel Bliss explores opportunities in defensive sectors and international equities.
The degree of impact varies significantly across regions, primarily reflecting differences in energy dependence, external balances, and policy credibility.
Iran’s demonstrated ability to close the Strait of Hormuz even under significant military pressure, highlights a fragility in global supply.
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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.
