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.
The Economics Beneath the AI Boom
AI has already reshaped equity market leadership and returns, but the forces that will drive the next phase of growth are less certain. Over the longer term, fundamentals are likely to reassert themselves.
