Happy New Year. We look forward to another year of sharing insights from Mercer’s global network of thought leaders via our quarterly Asia Pacific Investment Perspectives newsletter.

In this edition, view the first Capital Market Update video for the year from Simon Calder, from Mercer’s DAA team or review Mercer’s predictions of the major challenges and opportunities facing investors in 2012. Read our emerging market outlook as emerging markets continues to attract hope and a potential growth in optimism, or investigate tail risk protection strategies to help see you through the wake of the global financial crisis and resulting market turmoil. Our Responsible Investment Through the Looking Glass report reviews the actions and intentions of partner participants in the original study one year on from our landmark Climate Change Scenarios Study.

Of course, for more information on any of the articles in this edition, please contact us here or speak to your Mercer consultant.

Kind regards,

Stephen Roberts

Leader of Mercer's Investments business, Asia Pacific

Feature articles

Capital Market Update

Many in the industry are happy to see the back of 2011, a year marked by a widespread deterioration in the economic outlook with consequent adverse effects on the performance of all “growth” or “risk” assets.

Mercer Principal and Mercer’s Dynamic Asset Allocation team member, Simon Calder presents our first Capital Market Update for 2012.

 Watch the video now

The year ahead: the most significant investment challenges and opportunities in 2012

Faced with a challenging and unfavourable economic backdrop, investors will need to focus on agility, flexibility and efficiency when planning for the year ahead. We outline what Mercer expect will be the key investment themes to watch over the coming twelve months.

 Read more

The outlook for emerging market equities

As policy is loosened, one area of potential optimism this year remains emerging markets. The eurozone crisis and the outlook for growth in the emerging economies are two trends we believe will have the greatest influence on emerging market performance.

 Read more

Through the Looking Glass: How investors are applying the results of the climate change scenarios study

How investors are applying the results of Mercer’s ground breaking Climate Change Scenarios study released last year are uncovered in our Through the Looking Glass report. The report reviews the actions and intentions of partner participants in the original Climate Change Scenarios study one year on.

 Read more

Tail Risk Management

There remains a deep concern about the high profile and seemingly intractable problems of the eurozone, added to ongoing pessimism about the need for continued deleveraging and the adverse effects of policies of fiscal austerity. This article is a response to the risks of further material falls in markets that would arise from policy or financial system failure.

 Read more

Connect with us

Mercer has a team of investment specialists committed to providing clients with leading edge advice and solutions. For further information on Mercer’s Investment services in the Asia Pacific region, please contact us.

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