Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda, the effects of the most recent election results in Korea, and Mondrian’s positioning and outlook for the region.
AI has already reshaped equity market leadership and returns, but the forces that will drive the next phase of growth are less certain. Over the longer term, fundamentals are likely to reassert themselves.
Senior Portfolio Manager Matt Day discusses how historically low credit spreads are limiting compensation for added risk, while high-quality fixed income yields remain elevated relative to the past 15 years.
In this video, Senior Portfolio Manager Charlie Hill reflects on a volatile but ultimately strong 2025 for global equity markets and discusses where he sees the most compelling opportunities today.
Watch Senior Portfolio Manager, Nigel Bliss, discusses the opportunities we see in international equities following an eventful 2025 and outlines the compelling, multi-pillar case for increasing international equity exposure.
Despite the relative outperformance of non-US markets compared to the US market in 2025, we continue to see differentiated and compelling opportunities outside of the US.
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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.