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, 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.
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