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.
A Global Perspective: Mondrian’s approach to identifying value in the US
When building a portfolio of US Large Cap companies, it is critical to have a global perspective. Over 30% of the revenue for the Fortune 100 is derived from outside the US. Additionally, many US multinational companies’ largest direct competitors are based in a different country.