Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda, the effects of the most recent election results in Korea, and Mondrian’s positioning and outlook for the region.
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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.