Themes and opportunities 2023
This paper discusses a number of different themes we believe investors should consider in their decision-making in 2022 and beyond.
fixed income,
compared to 50.6% the prior year
equities,
compared to 36.1% the prior year
alternatives,
compared to 4.3% the prior year
cash,
the same as the prior year
other,
compared to 4.9% the prior year
Simon is Mercer’s Director of Strategic Research for AMEA and Latin America, based in Singapore. He also evaluates investment strategies as a member of Mercer’s Equity Boutique and Diversifying Alternatives Boutique. Additionally, Simon has performed advisory engagements with a range of clients across a number of investment-related issues.
Before joining Mercer in 2010, Simon was Managing Director in a Swiss-headquartered private equity firm. Prior to that, he co-founded AsiaSource Capital, a boutique investment firm based in Singapore and New York, where he managed a fund-of-hedge-funds. Earlier in his career, Simon worked in Hong Kong as a sell-side equity analyst at Cazenove, having started his career as a global equity analyst at Prudential M&G in London.
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