For EM investors, China’s renewed confidence in its technological and industrial base — set against the backdrop of a slowly recovering domestic macroeconomic cycle — offers a compelling diversification opportunity, particularly as the narrative of U.S. exceptionalism continues to come under pressure.
Video: Mondrian Fixed Income Investment Philosophy
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.
