2017 was a year of global economic and market growth and exceptionally low volatility in markets. Following a more volatile start to 2018, investors see signs to be positive about, including a normalisation of monetary policy in some territories, low inflation and strong earnings. There is, however, an increasing concern that disruptive events such as Brexit and the Trump tariffs, together with high valuations in markets, could pose a challenge to returns going forward.
Mercer’s annual European Asset Allocation Survey looks at how institutional investors across Europe are responding to this changing landscape and investing their assets in a time of rising volatility and inflated asset prices.
Institutional investors, pensions managers, trustees, CIOs, FDs
Phil Edwards - Mercer UK
Matt Scott - Mercer UK