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.
International Equity Investment Outlook – Implications of the Iran Conflict
Iran’s demonstrated ability to close the Strait of Hormuz even under significant military pressure, highlights a fragility in global supply.
