Senior members of our global investment research team share their views on today’s investment landscape and discuss the investment trends they envision over the next few years. What might these mean for your investment portfolio and what action should you look to take? Look out for more as we continue the series over 2017!
Rupert Watson and Lucy Tusa discuss the economic and market outlook for 2018.
December 2017: Themes and Opportunities
Phil Edwards and Wayne Davidson discuss our key investment themes– identifying the major issues we think investors should be considering as we look forward to 2018.
November 2017: Absolute Return Fixed Income Strategies
Joe Abrams and Marc Marsillo, discuss Absolute Return Fixed Income strategies, how they have performed and what they can be used for.
October 2017: Multi-Asset Credit (MAC) Strategies
Jean de Kock and Noel Collins discuss the potential yields and returns which following a MAC strategy can bring.
September 2017: Being more dynamic with LDI
Alex Pearce and Hemal Popat discuss the benefits of employing dynamic LDI strategies for potentially higher returns and better risk control.
August 2017 : Liquidity within pension schemes
Mark Clews and Lushan Sun discuss whether schemes have too much liquidity and what the benefits and considerations might be from accessing more illiquid assets.
July 2017: Investment considerations post UK elections
Rupert Watson (European Head of Asset Allocation) and Dean Cheeseman (Mercer’s Portfolio Manager) discuss markets and politics.
June 2017: European Asset Allocation Survey 2017 highlights
Phil Edwards, Global Director of Strategic Research, and Matthew Scott, Investment Consultant, discuss the results of Mercer’s latest European Asset Allocation Survey.
May 2017: Managing Equity Risk
In our latest video, Julien Halfon, a Senior Consultant in Mercer’s Strategic Solutions Group, discusses equity risk. He examines how markets are positioned and gives an analysis of historical equity performance and outlines why you should consider employing derivatives to manage your downside equity risk.
March 2017: How Diversity Impacts Mercer’s Manager Research Ratings
In our latest video, Lushan Sun, Investment Consultant, and Michael Kinney, Senior Research Specialist in Mercer’s Equity Boutique, discuss diversity and how this impacts Mercer’s manager research ratings. Lushan and Michael explain why we believe that diverse investment teams are more likely to outperform and therefore deliver enhanced returns for our clients, and how we measure diversity in our manager research.
February 2017: Secured Finance Strategies
In our latest video, Paul Cavalier, Global Head of Mercer’s Fixed Income Boutique, and Joe Abrams, Research Specialist in Mercer’s Fixed Income Boutique, discuss secured finance strategies. Paul and Joe explain what these strategies are, why they are becoming popular and how they play a part in your portfolio.
December 2016: 2017 Investment Themes & Outlook
Phil Edwards (European Director of Strategic Research) and Rupert Watson (European Head of Asset Allocation) discuss Mercer’s view on 2017 Investment Themes and outlook.
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The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. Past performance does not guarantee future results. Mercer’s ratings do not constitute individualised investment advice.