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
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
The theme which has overwhelmingly captivated markets this year is Artificial Intelligence, or AI. Since the public launch of the Chat GPT application by OpenAI late last year, the impressive way large language …
The start of the year brought with it renewed optimism about Emerging Markets (EM), given the re-opening of China’s economy. However, markets retraced somewhat as the geopolitical backdrop remained challenging.
2022 was a challenging year for the global economy and stock markets. The desperately sad war in Ukraine caused havoc on global commodity markets, further pressurizing inflation that was already on the rise.
In what is turning out to be a challenging year for global stock market returns, the performance of India stands out within the emerging market asset class.
Emerging Markets Debt can complement traditional fixed income by enhancing long run returns and acting as an important diversifier within global portfolios.
Mondrian is an employee owned investment management firm with offices in London, Philadelphia and Singapore. 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 clients.
© 2024 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507. All information is as of December 31, 2023 unless otherwise noted.
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