Mercer - Investments

Hear David Scopelliti discuss how the growth of private debt has expanded investment opportunities in the space, but it has also brought complexity and competition for the best deals. While there is still the potential for considerable value, it is important that anyone seeking to build a well-diversified private debt portfolio follow three key steps: 1️⃣ Take the time to determine your overall portfolio objectives and how private debt fits within them. 2️⃣ Identify the best managers who can deliver against those objectives and find a route to access them. 3️⃣ Finally, diversify across the entire private debt spectrum to include the wide range of assets on offer. Learn more about the opportunities in private debt: https://bit.ly/4ddfji4 #PrivateMarkets #investing #PrivateDebt

DC plan sponsors need strategies to navigate the complexities of revenue sharing. Learn more about how to address those challenges: https://bit.ly/4d6cu2E #investing #DefinedContribution #investment

We know that private debt has emerged as a compelling alternative investment option, offering unique opportunities for diversification and potential downside protection. https://lnkd.in/g7MWsgdE However, navigating this complex asset class requires careful consideration. Explore our whitepaper to learn more about the complex private debt landscape. #PrivateDebt #investment #markets

A panel at the Milken Institute’s annual Global Conference provided a forum for some of the world’s largest institutional investors to share views on their approach to balancing risk and return through the lens of ESG and sustainability. It’s striking that, despite their very different investment objectives and geographic contexts, the investors were aligned on the role of ESG and sustainability. For them, it isn’t an extraneous concern to be factored in: it’s a core part of their investment process. They see ESG and sustainability considerations as a key to generating strong risk-adjusted returns from their portfolio. Read more from Cara Williams: https://bit.ly/4djLRH3 #sustainability #investing #ESG

Diversification can be difficult at times when one asset class or region is outperforming all others. When all returns seem to be coming from one part of the portfolio, it’s common to want to double down to maximize returns. However, it’s critical to maintain perspective. Sources of return can change quickly, and diversification is needed to protect portfolios over the long term. Investors must keep the correct timeline in mind to manage risk. Hear more from the discussion Rich Nuzum, CFA had with Niall OSullivan: https://bit.ly/4fkmwhY #investing #markets #investments

Yield curve inversion is seen by some investors as a foreboding sign of an upcoming recession. The US yield curve has been inverted for the last 24 months which is the longest period of inversion in recent history. For more timely investment insights from our research teams, join the MercerInsight® community: https://bit.ly/3WmbXlO #investing #markets #economy

A divergent interest rate backdrop and growing momentum behind secular trends are reshaping the global opportunity set in real estate. To navigate market dispersion, limit exposure to local risks and access the most attractive opportunities, real estate investors need to adopt a global mindset. As core funds are reaching a multiyear low in their net asset values, we’re looking through the noise to compelling opportunities over the medium to long term. To learn more about the role that we believe global real estate can play in portfolios, read our latest insight paper here. https://bit.ly/3Ys7Nf3 #RealEstate #Investments #Alternatives

[PODCAST] Higher for longer interest rates are having profound effects on endowment and foundation portfolios across the US. The volatility this creates is making it more challenging to construct portfolios for the long-term and creating questions around liquidity management. William Burns, CFA and Meggan O'Shea, CFA join Texas Hemmaplardh in the latest episode of Critical Thinking, to discuss how these investors are navigating regime change. https://apple.co/3A2cjXp

[NEW PAPER] Our latest paper sheds light on the most popular US indices, examining market cap coverage, and suitability of respective benchmarks, helping investors make more informed decisions and reduce the level of misfit risk inherent when utilizing strategies benchmarked against differing index providers. https://bit.ly/4fjuxDP #investing #equity #markets

Ahead of our APAC Economics & Markets Update – Q3 2024 Webinar on August 8 we’re assessing how inflation is impacting investors’ goals across the region and the potential opportunity set presented by recovering growth and attractive valuations across emerging markets. We believe the dynamic shifts unfolding across these fast-changing economies warrants a refresh and reassessment of manager research across portfolios. Through an evolving environment, we expect to see a shift in the strategies capturing growth and driving value creation across these markets. Join Adeline Tan, Cameron Systermans, CFA and Robert Kavanagh, for the full lowdown on their outlook for APAC and potential action points for investors. https://bit.ly/3LGOSFz #investment #investing #markets #economy