Mondrian’s CEO/Group CIO, Clive Gillmore, was one of three featured presenters on P&I’s Managing Volatility Amid the Coronavirus webinar in early May. The panelists discussed the recent spike in the markets and economic volatility, what investors might expect for the long term and the implications of corporate bailouts for investors. In addition, they considered lessons learned from the global financial crisis and discussed what plan sponsors can do today to stay on track and help their participants through this unprecedented time.
US Dollar Weakness Bolsters Emerging Market Equities
A weakening US dollar historically creates a fertile backdrop for emerging market assets, driven by enhanced capital flows, commodity tailwinds, and improved debt dynamics.
