Join Rupert Watson, Head of European Asset Allocation at Mercer, in our brand new podcast series, as he highlights market themes, new ideas and where opportunities may lie for investors in 2021 and beyond. Rupert will be joined by Mercer-thought-leaders who will bring their own point of view to discuss or challenge his ideas – expect a thought-provoking debate!
Equities have come a long way over the last 15 months with some non-tech companies at last outperforming popular technology names. Rupert Watson, will be chatting with Larry Vasquez and Jan-Hein van den Akker, about whether this will continue and discuss the implications of recent signs of inflation and the possibility of higher bond yields over the next few years.
Jan-Hein van den Akker
Global systemic risks could significantly influence investor returns and long-term objectives in both positive and negative ways. Investors should understand what these risks are, along with the opportunities they may also bring, and implement an efficient strategy to integrate them into their portfolios.
Join our guest speakers, as they discuss their findings from our recent white paper - Trendsetters: Transformational Investment Practices of Advanced Investors, and how we developed a framework for addressing global systemic trends that investors can use to benchmark their progress against their peers.
The focus on diversity, equity and inclusion within the workplace has been increasing for several years but has been accelerated by Covid. Hear why it is important, how we include it in our managers research and how each of us as individuals can make a difference.
The Chinese economy is now entering into a new phase of development that we believe will help it become a moderately prosperous nation by 2035 and to achieve full modernisation by 2050. We assess the opportunities and challenges of this transition and explore what this means for global investors and capital markets.
Inflation fears are rising. After 10 years of inflation being too low that might actually be good news. But what are the implications for bonds, equities and portfolio construction more generally?
Niall O’Sullivan (EMEA & Asia CIO) and Nick White (Global Strategic Research Director) join Rupert Watson to discuss their views on the topic on every investor’s lips.
Join Rupert Watson and Susan McDermott as they discuss the transition from the Trump to the Biden administration and what effect this might have on climate change, the China/US relationship. They’ll share their views on whether they see opportunities in Bitcoin and China in addition to sharing Mercer’s latest house views and what this means for markets more broadly.
Head of Asset Allocation, International Ex-Pacific
Senior Investment Consultant
Senior Investment Research Specialist
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