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IPE – Strategically Speaking: Mondrian Investment Partners

IPE - Strategically Speaking: Mondrian Investment Partners

Mondrian’s CEO and Group CIO, Clive Gillmore, shares what he sees as the difficult moral choices embodied in ESG investing and discusses how Mondrian embraces ESG issues into our methodology without having to dislocate it, change it, or break the bank in this IPE interview.

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Global Equity Investment Outlook – Q2 2026

While the long-term outlook for AI remains compelling, the increasing reliance on external financing, elevated valuations and unprecedented market concentration suggest investors should distinguish between AI’s structural opportunity and the cyclical risks embedded in current expectations.

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Investors appeared willing to look through the geopolitical uncertainty and refocus on corporate earnings. However, rather than illustrating broad market resilience, this rebound has been propelled by a limited number of Artificial Intelligence (AI) related stocks.

International Equity Investment Outlook – Q2 2026

This quarter’s market advance has been remarkably narrow, concentrated in a small number of technology focused stocks — a marked contrast to the rally at the start of 2026, which saw a notable broadening of returns.
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About Mondrian

Mondrian is an employee-owned investment management firm with offices in London, Philadelphia, Singapore and Melbourne. We are value investors across the globe in both equity and fixed income asset classes. Founded in 1990, we have employed a rigorous fundamental research process that is the foundation of our success. Mondrian’s well-resourced investment team manages assets on behalf of over 250 institutional client accounts.
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201 King of Prussia Road
Suite 620
Radnor, PA 19087 
United States

+1 215 825 4500

Europe, the Middle East & Africa

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London EC2M 5TQ
United Kingdom

+44 207 477 7000

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Singapore
049909

+65 6964 3000

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