Investments Global Research

Is your investment strategy on track? Keep up with the latest perspectives

Mercer’s Investments Research Perspectives offers you the latest insight into investment trends, tools and strategies gathered by our global team of research and consulting professionals.

Global research perspectives 2020

The road to recovery: Market outlook 2021

We invite you to get our perspective on how 2020 is shaping 2021, their global and regional economic impact, viewpoints on markets and how investor can set themselves up for the next year.

Themes and opportunities 2021

We’ve summarized the key themes and opportunities investors need to look out for in 2021 in this paper.

How to be ready for investment opportunities?

Applying an opportunistic mindset may potentially deliver enhanced return outcomes with the right governance approach.

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What do I do with my factors?

Building robust equity portfolios in uncertain times

Is there still a strategic, long-term case for value?

The performance of “value” style investing through the COVID-19 pandemic has raised questions over the relevance of the value factor in building robust equity portfolios.

Navigating a pandemic-driven market crisis: Investment governance and strategy

How to convert global systemic risks into sustainable returns during the pandemic.

Where do we go from here: A consideration of past equity market downturns

We examine past market downturns of similar magnitude and predict possible influence on current investor portfolios.

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COVID-19 elevates the value of responsible investing

Responsible investing (RI) and environmental social and governance (ESG) analysis has been evaluating and evolving systems approaches and studying resilience for some time. The value of ESG analysis is becoming increasingly clear. Read this paper to get our views.

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Time to buy high yield debt

High yield credit spreads have widened significantly. The time for investors to consider the opportunities within the sub-investment grade sector and in particular high yield is now. Read this paper to get our views.

The impact of COVID-19 on alternative assets

What are some of the impacts COVID-19 will have on alternative investments? Read this paper to get our views on the investment implications.

Rebalancing in troubled markets: Guidelines for investors

Rebalancing in troubled markets is a risk-management discipline. Read this paper to get our views on portfolio implications.

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Recent developments and the market impact

Coronavirus continues to cause a severe shock to the global economy, likely pushing it into a recession. Read this paper to get an update on the affects this may have on global growth.

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Coronavirus Outbreak Update: Investment Implications

The recent outbreaks of the virus may add to the uncertainty and widen the range of outcomes for global economic growth.

Read the report

2020 Themes & Opportunities

Change is on the horizon, learn more on 2020 Themes & Opportunities and the impact on responsible investing.

Read our response

Investment implications of coronavirus

What affect could the Coronavirus have on the economic growth? Read the latest take on the Coronavirus from Mercer’s Research Investments team.

Read the whitepaper

Economic Outlook 2020

Stay informed with our take on the latest investment research and best thinking

Download our outlook POV

Global research perspectives 2019

Diversity and culture impact mercer's manager ratings, what about yours?

Learn how diversity making Mercer’s investment research team better. Are you reaping the benefits at your company?

Cash - Return of the king? Find out if cash should be part of your future investment strategy.

Cash as an investment option may currently be more attractive than it used to be. Can including cash in more conservative portfolios help with risk reduction?

What are the benefits and drawbacks of dividend investing?

Equity income strategies have a role to play within an investor’s portfolio. What might be their role in yours?

Active versus passive management

Money talks, and more of it flows to passively managed assets each day. Find out more about active and passive management challenges.

Q&A on income strategies

It is critical to understand the different types of investors—how their income needs & risk profile can differ substantially—before designing an investment solution.

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A guide to responsible investment indices

The shift toward Responsible Investment (RI) equity has asset managers considering a wide range of indices to manage ESG risk.

Sustainability is gathering momentum: A theme and an opportunity for 2

How could actions taken today impact on economy of tomorrow? Join us on a journey to sustainable investing.

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Equity manager selection

How relevant is past investment performance in picking the winners of tomorrow? Learn more about possible connections.

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From QE to QT: Building robust portfolios

The transition from quantitative easing to quantitative tightening is likely to create an environment of heightened investment risks.

Read the report

Preparing for late credit cycle dynamics

Find out the indicators and characteristics of the late stage of the credit cycle and how it might impact asset performance.

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Infographic: Real assets

Allocations to real assets can play different roles in investment strategy design. Find out the characteristics, types and risk/return factors of real assets.

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Allocating to real assets

Find out how the characteristics of real assets can enhance your investment strategy.

Building a real asset portfolio

Continuing uncertainty with equity markets and rising interest rates strengthen the case for allocations to real assets in your portfolio..

Read how

The role of listed real assets

Learn how listed real assets can contribute to portfolio diversification when an investor is faced with liquidity constraints.

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2019 market volatility: Risks and opportunities update

We evaluate the global events that led to a major sell-off in 2018’s fourth quarter and provide recommendations to navigate more turbulence ahead.

The ABC of ESG – A new perspective on business responsibility

Responsible investment can have a material impact on financial performance and is more likely to lead to sustainable investment outcomes.

Making sense of multi-asset investment strategies

Multi-Asset investments continue to be popular choice within portfolios. Understanding of the diversification strategies become more important than ever.

Are active small cap equities the way to diversify?

Explore our investment research into how to diversify your portfolio and potentially increase your returns.

Read the report

Global research perspectives 2018

10 years after the global financial crisis: 10 lessons from 2008

With the 10th anniversary of the collapse of Lehman Brothers upon us, it is instructive to look back and ask what we've learned from living through these events.

Cyber security: A growing operational risk in the investment managemen

Cyberattacks are becoming more frequent and have a more significant impact, while the targets of these attacks are becoming more high profile.

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Themes and opportunities 2019

These four themes impacting the global economy rise above the day-to-day developments affecting investment decisions. Discover which trends to tune your strategy.

Economic and market outlook 2019 and beyond

What will 2019 bring for the global economy? Find out what Mercer experts say about the slight weakening they are expecting to see.

Inflation Awareness Understanding Inflation And Its Impact On Your Por

Learn more on how to build a clear assessment of your inflation needs, and review the risks and extent of exposure to inflation within your portfolios

What’s your approach to benchmark-agnostic fixed income strategies?

Deciding which benchmark-agnostic fixed income strategies to pursue is complex. Here’s how can you identify strategies that best fit your investment objectives

Global research perspectives 2017

4 Themes that will shape global investment opportunities in 2018

Read more about the forces that will shape the global investment opportunities in the upcoming months.

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Mercer’s global outlook 2018 shares 3 key insights

Learn more about global economic outlook, investment roadblocks and risks that you might want to consider in 2018

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The case for the gold investment: Safe haven or volatile commodity?

Gold has been attracting more attention from the investors in recent times. Learn more about cases for and against gold investment.

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Looking to de-risk and diversify? Consider a multi asset credit strate

Are you new to multi asset credit? Consider alternative ways to shape your investment strategy today.

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Is it time to reconsider your investment strategy?

The case for bonds, equities and investment risk management

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Are passive managers being active enough?

Explore how passive managers can be active collaborators and stock owners with latest research.

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The performance differential for high-yield ETFs may shock you

Let’s focus on exchange trading funds (ETFs).

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Is your investment strategy on track? Keep up with the latest perspectives

The road to recovery: Market outlook 2021

Themes and opportunities 2021

How to be ready for investment opportunities?

What do I do with my factors?

Is there still a strategic, long-term case for value?

Navigating a pandemic-driven market crisis: Investment governance and strategy

Where do we go from here: A consideration of past equity market downturns

COVID-19 elevates the value of responsible investing

Time to buy high yield debt

The impact of COVID-19 on alternative assets

Rebalancing in troubled markets: Guidelines for investors

Recent developments and the market impact

Coronavirus Outbreak Update: Investment Implications

2020 Themes & Opportunities

Investment implications of coronavirus

Economic Outlook 2020

Diversity and culture impact mercer's manager ratings, what about yours?

Cash - Return of the king? Find out if cash should be part of your future investment strategy.

What are the benefits and drawbacks of dividend investing?

Active versus passive management

Q&A on income strategies

A guide to responsible investment indices

Sustainability is gathering momentum: A theme and an opportunity for 2

Equity manager selection

From QE to QT: Building robust portfolios

Preparing for late credit cycle dynamics

Infographic: Real assets

Allocating to real assets

Building a real asset portfolio

The role of listed real assets

2019 market volatility: Risks and opportunities update

The ABC of ESG – A new perspective on business responsibility

Making sense of multi-asset investment strategies

Are active small cap equities the way to diversify?

10 years after the global financial crisis: 10 lessons from 2008

Cyber security: A growing operational risk in the investment managemen

Themes and opportunities 2019

Economic and market outlook 2019 and beyond

Inflation Awareness Understanding Inflation And Its Impact On Your Por

What’s your approach to benchmark-agnostic fixed income strategies?

4 Themes that will shape global investment opportunities in 2018

Mercer’s global outlook 2018 shares 3 key insights

The case for the gold investment: Safe haven or volatile commodity?

Looking to de-risk and diversify? Consider a multi asset credit strate

Is it time to reconsider your investment strategy?

Are passive managers being active enough?

The performance differential for high-yield ETFs may shock you

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