Clive Gillmore, CEO and Group CIO at Mondrian Investment Partners, discusses the international markets and global equities. Hosted by Paul Sweeney and Vonnie Quinn.
Running time 05:46
Reading Time: 2 minutes Against the US dollar, the Japanese yen is at a 24-year low. Over the same period, the domestic purchasing power of the dollar has almost halved, whilst that of the yen has barely moved.
Reading Time: 5 minutes In 2022, as the Fed started to tighten, the powerful rally in equities came to an end, and investor confidence in growth stocks has been eroded away.
Reading Time: 6 minutes While the year’s weakness had initially been concentrated among the most speculative assets – including meme stocks, cryptocurrencies and special purpose acquisition vehicles – this sell-off became more broad-based in the second quarter.
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All information is as of June 30, 2022 unless otherwise noted.
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