Is your investment strategy on track? Keep up with the latest perspectives. 

While the Real Estate sector has been a challenged asset class in recent years, we are optimistic that the next six to twelve months will be a pivotal time for the sector and could offer potential upside for investors allocating to the space while further diversifying an investment portfolio.

Real estate is a crucial component of the global economy, offering value independent of GDP growth and serving as a partial inflation hedge for investors. 

Building a hedge fund portfolio requires a disciplined approach. Mercer’s portfolio construction refresh highlights important considerations and pitfalls in successful hedge fund portfolio construction. 

Private debt offers diversification and downside protection. Mercer's comprehensive report breaks down the four sub-strategies of private debt - direct lending, structured credit, specialty finance, and opportunistic credit. 

How can single-family offices adjust their asset allocation in this volatile environment and explore opportunities outside developed equity markets?

Insurers have started to think more deeply about portfolio risk within the context of broader business strategy, including evaluating how best to optimize the asset portfolio to deliver the most meaningful results. We see a number of important themes that insurers should consider as part of an iterative optimization process.

The first nine months of 2022 were difficult, both for investors and the world as a whole. Will what transpires in the economy and financial markets be too hot, too cold, or just right?

Globalization describes the integration of the world across various dimensions such as trade, financial flows and culture. Having started in the nineteenth century, this mega trend accelerated in the 1980s as technology gains helped minimize the impact of distance and natural barriers.

It is generally accepted that meaningful feedback can improve the outcome of many activities. However, the nature and structure of private markets are inconsistent with several concepts of meaningful feedback.

In our experience, finding the best managers and assembling them in a diversified framework through disciplined position sizing is the hedge fund recipe for success.

Investors should be open to the potentially attractive and diversifying return sources available in illiquid asset classes (private markets).

Explore actions endowment & foundation investors can and should take at a strategic, portfolio and manager level to improve resilience and navigate inflation.

Can inflation be curbed without a crash landing? At the start of 2022, our outlook for the year was broadly positive. Half-way through, we remain upbeat, though with an element of added caution.

Client interest in transition-oriented climate indexes has increased, and as a result, so have the offerings from index providers.

Rising inflation levels in the US and other developed markets have had everyone asking whether the trend is transitory or something more structural?

Investors are starting to understand that protecting natural capital is the next big challenge and an essential component of mitigating climate change.

After a nerve-wracking journey over the last two years, we entered 2022 with hopes of a smooth ride, only to find ourselves in another asteroid field of challenges. 

The Russia-Ukraine crisis: further pressure on inflation.

Why invest in private markets? In our annual alternative investments paper, we examine key considerations across the various private market asset classes from the perspectives of both investors and fund managers.

A number of economic and market issues pose serious questions for investors about where to find long-term opportunities. We uncover what we believe should be top-of-mind for endowments and foundations in 2022.

Impacting targets the interconnections between investments and the effect they have on people's lives and our environment. Executed well, this approach can provide a diverse range of new investment opportunities.

Read our global economic outlook where we explain why we think 2022 will be the year of economic recovery.

Discover three key investment themes we believe investors should consider in their decision making in 2022.

Applying an opportunistic mindset may potentially deliver enhanced return outcomes with the right governance approach.

Building robust equity portfolios in uncertain times.

The performance of "value" style investing through the COVID-19 pandemic has raised questions over the relevance of the value factor in building robust equity portfolios.

How to convert global systemic risks into sustainable returns during the pandemic.

We examine past market downturns of similar magnitude and predict possible influence on current investor portfolios.

Responsible investing (RI) and environmental social and governance (ESG) analysis has been evaluating and evolving systems approaches and studying resilience for some time. The value of ESG analysis is becoming increasingly clear. Read this paper to get our views.

High yield credit spreads have widened significantly. The time for investors to consider the opportunities within the sub-investment grade sector and in particular high yield is now. Read this paper to get our views.

What are some of the impacts COVID-19 will have on alternative investments? Read this paper to get our views on the investment implications.

Rebalancing in troubled markets is a risk-management discipline. Read this paper to get our views on portfolio implications. 

Coronavirus continues to cause a severe shock to the global economy, likely pushing it into a recession. Read this paper to get an update on the affects this may have on global growth.

The recent outbreaks of the virus may add to the uncertainty and widen the range of outcomes for global economic growth.

Change is on the horizon, learn more on 2020 themes and opportunities and the impact on responsible investing.

What affect could the Coronavirus have on the economic growth? Read the latest take on the Coronavirus from Mercer’s Research Investments team.

Stay informed with our take on the latest investment research and best thinking.

With the 10th anniversary of the collapse of Lehman Brothers upon us, it is instructive to look back and ask what we've learned from living through these events.

Cyberattacks are becoming more frequent and have a more significant impact, while the targets of these attacks are becoming more high profile.

These four themes impacting the global economy rise above the day-to-day developments affecting investment decisions. Discover which trends to tune your strategy.

What will 2019 bring for the global economy? Find out what Mercer experts say about the slight weakening they are expecting to see.

Learn more on how to build a clear assessment of your inflation needs, and review the risks and extent of exposure to inflation within your portfolios.

Deciding which benchmark-agnostic fixed income strategies to pursue is complex. Here’s how can you identify strategies that best fit your investment objectives.