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.
![market predictions](https://www.mondrian.com/wp-content/uploads/2022/10/Global-Equity-Investment-Outlook-Q3-2022-1.jpg)
Global Equity Investment Outlook – Q3 2022
The ongoing mini-crisis that erupted in the UK at the end of September underlines the broader systemic fragility, the challenges and risks of portfolio illiquidity and the very narrow execution space for policymakers.