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: Global Disinflation Continues
In this video, Senior Portfolio Manager Matt Day explores how disinflation is shaping the global economy in 2024.
