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 – Q3 2024
Recent equity market volatility has led some to question the Japanese equity market renaissance. In this paper, we revisit the rationale for our positioning in Japan and to consider what, if anything, has changed more recently.
