This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.


Latest episodes


Economic and market outlook 2023

November 2022

Where are we now as we reach the end of 2022? Economies have overheated and have begun slowing down, with some potentially in recession already. Are we there yet? Will monetary tightening lead to a deep recession?

 

Samantha Davidson US OCIO Leader is joined by Rupert Watson, Head of Asset Allocation, Europe and Anthony Brown, Director of Capital markets in the US at Mercer to explore. 


Top considerations for alternatives in 2023

November 2022

2022 will certainly be remembered as momentous, and it may take some time to fully understand the ramifications of the events that occurred this year. Any of these events individually would likely have had a profound impact on markets, both public and private. However, in combination, these events, along with other relevant factors, have certainly pulled the rug out from under markets.

 

Billy Charlton, Global Head of Private Markets Data Analytics and Research is joined by Amarik Ubhi, Global Head of Infrastructure and David Scopelliti, Global Head of Private Debt to discuss how these significant events are affecting various private market segments and what we expect their ramifications to be in 2023.


Investment considerations for endowments and foundations in 2023

November 2022

2022 brought a combination of interconnected challenges for all investors including endowments and foundations, from geopolitical conflicts to high inflation, supply chain problems to financial market volatility.


In this episode, Cori Trautvetter is joined by Gilles Lavoie and Gareth Donegan to explore what we believe are the top considerations for endowments and foundations in 2023. They also explore the approaches that could support endowments and foundations in navigating through them to achieve long-term success, while managing short-term disruptions.


Top considerations for financial intermediaries in 2023

November 2022

The past decade was one of the best on record for traditional 60/40 portfolios, but a sharp rise in macroeconomic volatility caused this period of success to come to an abrupt halt.

 

To explore what effect this has had on financial intermediaries globally, Conor Power is joined by Gregg Sommer and Adeline Tan as they also discuss what we believe are the top considerations for financial intermediaries as we transition into 2023.


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