Bloomberg Radio with CEO and Group CIO, Clive Gillmore: Growth Has Outperformed Value By 33% YTD

Bloomberg Radio with CEO and Group CIO, Clive Gillmore_ Growth Has Outperformed Value By 33% YTD (1)

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

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Recent Insights

international equity

International Equity Investment Outlook – Q3 2023

The most recent IMF forecasts for world growth estimate 3% real GDP growth for this year and next year, with the US economy avoiding a recession. While projected global growth is low against pre-pandemic history, most investors would be relieved to escape that easily.

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global equity

Global Equity Investment Outlook – Q3 2023

The most recent IMF forecasts for world growth estimate 3% real GDP growth for this year and next year, with the US economy avoiding a recession. While projected global growth is low against pre-pandemic history, most investors would be relieved to escape that easily.

Read More
international equity

International Equity Investment Outlook – Q2 2023

The Japanese equity market has enjoyed a resurgence of popularity as corporate governance reforms led by the Tokyo Stock Exchange have drawn investors back. This has been welcome for Mondrian’s international and global equity portfolios which more recently have had a differentiated and contrarian overweight position.

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mondrian investment partners limited

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.

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© 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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