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.
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.
Watch as Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including views on China shareholder returns, current portfolio positioning and where we see opportunities going forward.
Central to Mondrian’s fixed income process is a measure called the Prospective Real Yield (PRY). A market’s PRY is defined as its 10-year government bond yield minus our proprietary inflation forecast for that market and sovereign credit risk.
China’s economic challenges have been well documented. The hoped for economic rally following the opening up of the country post the almost three years of Covid disruption has failed to materialize.
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