Reading Time: < 1 minute Senior Portfolio Manager, Nigel Bliss, reviews how the market and portfolio performed, including stand-out holdings, and our outlook in this quarterly update video.
Reading Time: < 1 minute Watch as Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including views on China shareholder returns, current portfolio positioning and where we see opportunities going forward.
Reading Time: 2 minutes The dispersion of PRYs is currently at a 10-year peak in developed markets. Therefore, it is crucial to take an active approach and be highly selective with country positioning for global bond portfolios.
©2023 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of September 30, 2023 unless otherwise noted.
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