Watch Senior Portfolio Manager, Nigel Bliss, discusses the opportunities we see in international equities following an eventful 2025 and outlines the compelling, multi-pillar case for increasing international equity exposure.
According to our valuation standards, Local Currency EMD benefits from high PRYs and attractive currency valuations while Hard Currency EMD is tainted by very low credit spreads and an overvalued US dollar.
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.
Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlighting the impact of strong currency gains and opportunities in Japan.
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.
In this video, Senior Portfolio Manager Matt Day explores how disinflation is shaping the global economy in 2024.
Tenth Floor
Sixty London Wall
London EC2M 5TQ
United Kingdom
Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.