Senior Portfolio Manager, Matt Day, discusses Mondrian’s real yield approach to identify dislocations in bond markets and the current opportunity for active bond positioning.
![investment opportunities](https://www.mondrian.com/wp-content/uploads/2023/01/International-Equity-Investment-Outlook-–-Q4-2022-1.jpg)
International Equity Investment Outlook – Q4 2022
After a challenging few years, Russia’s invasion of Ukraine in February made it clear that 2022 would not mark a return to the low interest rate and low volatility, post-GFC paradigm.