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Latest episodes


Curiosity vs. Conviction

August 2021

 

How do investors move from curiosity to conviction when it comes to increasing diversity in their portfolios?

Our panel will discuss how LPs could achieve greater diversity, whether based on portfolio requirements, board demands, or the opportunity set. To “add diversity,” investors must not only answer important questions, they must know what those important questions are. We will discuss how to start the crucial conversations around gender and racial equity necessary for creating a diverse portfolio.

Is Diversity and inclusion different to ESG?

 

 


Net zero or fake zero?

August 2021

 

Institutional investors, in growing numbers, are announcing their aims to reduce portfolio emissions to net-zero, with almost half of global assets estimated to be pledged to meet climate change goals.
 

The drivers are two-fold: the near-term risks and opportunities presented by the low-carbon transition already underway, plus the expectation that a 1.5°C climate scenario will allow investors to consistently meet return objectives over multiple decades.
 

But behind the flurry of recent announcements to set alignment targets, how is investment in the transition tracking? Will pledges be implemented and what happens if not? What approaches are investors adopting? What’s working and what obstacles remain?.


Previous episodes

  • Episode 7 - Cryptoassets – mania or mavel? | July 2021

     

    Cryptoassets – mania or marvel?

    July 2021

    In this episode, Rupert is joined by colleagues Elizabeth Paine and Matt Scott to discuss developments in the world of cryptoassets and the wider digital ecosystem they underpin including decentralized finance.

     

    Whilst it is tempting to dismiss most or all of the thousands of cryptoassets and their use cases as being part of a very old story, the get rich quick scheme, Matt and Lizzie will attempt to convince Rupert that there may indeed be some flowers on the dungheap.

     

    As well as discussing the potential for upside in these assets, they will also discuss recent challenges to cryptoassets, including regulatory action and responsible investment concerns.

  • Episode 6 - What’s going on in equity markets? | June 2021

     

    What’s going on in equity markets?

    June 2021

    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.

  • Episode 5 – Transformational investing | June 2021

     

    Transformational investing

    June 2021

    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.

  • Episode 4 - Diversity, Equity and Inclusion | May 2021

     

    Diversity, Equity and Inclusion

    May 2021

    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.

  • Episode 3 - The rise of China? | April 2021

     

    The rise of China?

    April 2021

    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.

  • Episode 2 - Reflation looms? Are you ready? | March 2021

     

    Reflation looms? Are you ready? 

    March 2021

    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.

     

  • Episode 1 - Biden, Brexit and Bitcoin | February 2021

     

    Biden, Brexit and Bitcoin


    February 2021

    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.

     






Next Episode


The BIG debate


US Interest rates: where to from here? 

With the Fed likely to start tapering their bond purchases this year, attention will soon turn to when they will raise interest rates and how high they will get. Will rates stay at exceptionally low levels or might we see the sort of levels we saw before the Great Financial Crisis?
 

Is it Japan’s time to shine?

Japanese equities have been unloved for a long time, but is the tide turning?  The outlook for the economy doesn’t seem to have changed enormously, but some investors are becoming more optimistic on the outlook for Japanese equities. We’ll discuss the reasons why or whether investors should avoid.
 

The High yield trade

Credit spreads are very tight.  Does this mean returns are likely to be poor or will low default rates and other factors support the asset class?


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