Investing in a brighter future
...it’s a matter of time
After the previous year’s negative returns in most asset classes, 2019 brought welcome relief for investors around the globe. Authorities paused on monetary tightening in the face of falling economic growth in major markets and faltering global confidence. Looking forward, the risks for investors are many. Among those in the near term are: negative yields on a fifth of global bonds, stubbornly low inflation in the developed world, growing wealth inequality, high public debt, and the lack of growth-stimulating ammunition left for central banks.
But where there is risk, there is also opportunity — a spend-heavy, yet potentially stimulative, transition to a lower-carbon future is likely to produce both winners and losers. Investors who understand these changes and position their portfolios toward the future improve the probability of meeting their objectives. Mercer’s 2020 Vision: Themes and Opportunities highlights the actions investors can consider to better protect portfolios in adverse environments or to capitalize on emerging trends.
Our Global Investment Forums 2020 reflect on these themes in the context of the current economic environment and highlight where we think opportunities exist to help position portfolios for a brighter future. Investors need to be clear on their timeframe, be prepared for business as unusual and position for climate change.
The question is not whether current economic, political, social and environmental trends will impact portfolios, but rather how and when. It’s a matter of time.
We look forward to seeing you at the Forums.
Join us and be part of the conversation.
Due to ongoing health concerns around the Coronavirus outbreak and Singapore’s proximity to its epicenter, the Singapore event is postponed to as yet determined date. We will post the new date as soon as it has been determined.
Feel free to contact us
if you have questions.
Mercer's Global Investment Forums give you exposure to a global platform where topical ideas and insights are exchanged. Come away with practical knowledge and information to help you achieve your investment and risk management objectives.
Mercer's Global Investment Forums bring together institutional investors, investment managers and senior Mercer investment specialists from around the world. The Forums have become one of the most anticipated events in the industry.
The Forums use current top-of-the-line conference technology, such as custom app, to facilitate communication and dissemination of information among attendees during and after the Forums.