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.
Global Fixed Income in a Time of U.S. Uncertainty
For decades, U.S Treasuries have been the cornerstone of fixed income portfolios, serving as the global benchmark for safety and liquidity.
