Watch as Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlighting the impact of strong currency gains and opportunities in Japan.
The last 15 years have been challenging for EM returns, especially when compared to the MSCI World Index, and even more so versus the S&P 500. However, there are several compelling reasons to consider EM equities.
Mondrian Investment Partners has opened a new Singapore office to provide institutional investors better access to our comprehensive range of equity and fixed income strategies.
In a year of political change, investors face uncertainty as fragmented allegiances and significant challenges shape the markets ahead of pivotal elections in Europe and the US.
The over-riding theme dominating global market moves this year has been the expectation surrounding the current and future monetization of Artificial Intelligence.
Significant uncertainty remains in markets, be it in relation to the nature of the AI revolution or the political outlook in Europe. And in 2024, the biggest year for elections in history, the range of outcomes has the potential to widen even further.
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