RESEARCH PERSPECTIVES - NEW COMBINED VOLUME
OCTOBER 2013 - VOLUME 1, NUMBER 2
In this Issue of Research Perspectives, we continue to focus on finding investment opportunities in a world where economic conditions remain challenging in many respects. One way for investors to generate returns is to seek out more unusual and less-established investments. Our lead piece by Simon Fox explores what some would regard as esoteric investments. While some esoteric investments are already starting to become mainstream, some are relatively unknown by the majority of investors. Another strategy for seeking out returns is to find areas of the global economy that are showing more resilience and signs of growth. With that in mind, we explore two more straightforward opportunities based on the North American growth story in real estate and energy with contributions from Paul Kolevsohn and Harry Leggat. Within the fixed income space, the high-yield bond market is one that has experienced a period of excess returns; Martyn Simpson provides an update. We close by returning to another esoteric investment with a Q&A with Gareth Anderson on frontier market equity investing.
JUNE 2013 - VOLUME 1, NUMBER 1
Welcome to the first Issue of Research Perspectives. This newsletter serves to combine topics of interest from across our four research boutiques (Alternatives, Equity, Fixed Income, and Real Estate). For our first issue we have selected pieces from authors around the world across Mercer's research efforts.
Our lead article addresses asset capacity and the implications of equity funds becoming too large. Our maiden issue also features a piece of multi-asset credit and another on opportunities in real estate in the U.S. Finally, we introduce and make an investment case for two distinct and lessser known investment ideas - agriculture funds and China A shares.
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Going forward, the Research Perspectives below will be combined into a single issue - Watch out for future issues here!