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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.

 

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Déjà new: Themes and Opportunities 2023

November 2022

We have seen significant upheaval in global markets in the last twelve months, with a combination of the pandemic recovery, regional conflict, supply chain challenges and technological advancements having a profound impact on the world around us.
 

The impact of these events are similar to recent history, and allows us to draw on these experiences and adapt portfolios to the current landscape.
 

In this episode, Jo Holden, Global Head of Investment Research speaks with Nick White, Global Strategic Research Director and Matt Scott, Senior Investment Research Specialist, on the themes and opportunities we believe investors should consider in their decision-making in 2023 and beyond.


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