Mercer Pacific’s three key themes
Mercer’s Pacific CIO, Kylie Willment, has made tweaks to better align the portfolio with the potential effects of quantitative tightening, markets late in their cycles, and geopolitical risks.
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Insurance-linked securities spruiked
Insurance-linked securities should have a larger weighting in many investors’ portfolios, Mercer advises, as last year’s hurricanes and other natural disasters are driving up premiums.
Mercer’s four themes for 2018
Mercer delves into central bank policy, geopolitics, macroeconomics and sustainability to kick off four discussions investors need to have as they prepare for a more changeable year ahead.
Time for a globalisation rethink?
There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.
If the gold asset fits, wear it
The debate over gold’s value as a financial asset will always be intense. But investors should look past the rhetoric to the evidence, when making a decision about whether it’s right for their po
Consequences of short-term investment
Equity managers are skewed to potentially sub-optimal short-term investment, a new study shows, with little understanding of opportunities missed, risks ignored and hidden costs.
Asset Allocation