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 Equity Investment Outlook – Q3 2025
Despite recent market strength, led largely by cyclical stocks, we continue to find compelling opportunities — particularly in defensive segments.
