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.
Emerging Markets Investment Outlook – Q2 2024
The over-riding theme dominating global market moves this year has been the expectation surrounding the current and future monetization of Artificial Intelligence.
