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. He also explains Mondrian’s defensive, valuation-driven positioning and how we are approaching AI exposure and global stock selection heading into 2026.

Video: 5 Pillars to Support Increasing Allocations to International Markets
Senior Portfolio Manager Nigel Bliss discusses why investment opportunities set outside the US are becoming increasingly compelling and how international investments play a critical role in truly diversified portfolios.


