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!
Jean de Kock and Noel Collins discuss the potential yields and returns which following a MAC strategy can bring.
Alex Pearce and Hemal Popat discuss the benefits of employing dynamic LDI strategies for potentially higher returns and better risk control.
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.
Rupert Watson (European Head of Asset Allocation) and Dean Cheeseman (Mercer’s Portfolio Manager) discuss markets and politics.
Phil Edwards, Global Director of Strategic Research, and Matthew Scott, Investment Consultant, discuss the results of Mercer’s latest European Asset Allocation Survey.
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.
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.
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.
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.