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: Assessing Credit Markets in a Low-Spread Environment
Senior Portfolio Manager Matt Day discusses how historically low credit spreads are limiting compensation for added risk, while high-quality fixed income yields remain elevated relative to the past 15 years.
