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!
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.