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.
Japanese Market Movement Creates Opportunity for Active Management
Mondrian takes a differentiated approach to currency valuation using a long-term Purchasing Power Parity method. Our PPP method provides a consistent measure of value across
