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.
Year End Emerging Markets Review and Outlook
While emerging markets face an uncertain economic and political landscape, we remain optimistic about long-term prospects, especially in undervalued markets.
