Watch Mondrian’s CIO International Equities, Elizabeth Desmond, discuss why income must support long-term valuations during a recent Morningstar panel discussion titled “The Future of Value Investing”.
International Equity Investment Outlook – Q2 2023
The Japanese equity market has enjoyed a resurgence of popularity as corporate governance reforms led by the Tokyo Stock Exchange have drawn investors back. This has been welcome for Mondrian’s international and global equity portfolios which more recently have had a differentiated and contrarian overweight position.