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Video: Global Equities Update – Q4 2025

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.

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International Equity Investment Outlook – Q4 2024

Increasingly, many investors are questioning the need to allocate capital to non-US equities. This raises a crucial question: are there compelling reasons to diversify internationally? In this paper, we will explore the arguments for investing in markets outside the US.

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Suite 620
Radnor, PA 19087 
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+1 215 825 4500

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+44 207 477 7000

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049909

+65 6964 3000

Fraud Warning

Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.

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