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.
Senior Portfolio Manager, Nigel Bliss, reviews Q4 2023, our investment performance and provides an outlook for the opportunities ahead.
Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors and where we see opportunities going forward.
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.
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