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.
The over-riding theme dominating global market moves this year has been the expectation surrounding the current and future monetization of Artificial Intelligence.
Significant uncertainty remains in markets, be it in relation to the nature of the AI revolution or the political outlook in Europe. And in 2024, the biggest year for elections in history, the range of outcomes has the potential to widen even further.
Mondrian’s Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlights our portfolio performance and provides an outlook for the markets.
Senior Portfolio Manager, Charlie Hill, provides an overview of Mondrian’s approach to US large-cap equities, including our philosophy and process.
Tenth Floor
Sixty London Wall
London EC2M 5TQ
United Kingdom