After powering equity markets, AI investment may be nearing an inflection point as scaling frontier models demands unprecedented capital. This video explores the implications for valuations, balance-sheet risk, and the opportunities for value investors.
Senior Portfolio Manager Matt Day discusses how historically low credit spreads are limiting compensation for added risk, while high-quality fixed income yields remain elevated relative to the past 15 years.
In this video, Senior Portfolio Manager Charlie Hill reflects on a volatile but ultimately strong 2025 for global equity markets and discusses where he sees the most compelling opportunities today.
Watch Senior Portfolio Manager, Nigel Bliss, discusses the opportunities we see in international equities following an eventful 2025 and outlines the compelling, multi-pillar case for increasing international equity exposure.
Despite the relative outperformance of non-US markets compared to the US market in 2025, we continue to see differentiated and compelling opportunities outside of the US.
Tenth Floor
Sixty London Wall
London EC2M 5TQ
United Kingdom
Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.