Join Rupert Watson, Head of European Asset Allocation at Mercer, in our brand new podcast series, as he highlights market themes, new ideas and where opportunities may lie for investors in 2021 and beyond. Rupert will be joined by Mercer-thought-leaders who will bring their own point of view to discuss or challenge his ideas – expect a thought-provoking debate!
Inflation fears are rising. After 10 years of inflation being too low that might actually be good news. But what are the implications for bonds, equities and portfolio construction more generally?
Niall O’Sullivan (EMEA & Asia CIO) and Nick White (Global Strategic Research Director) join Rupert Watson to discuss their views on the topic on every investor’s lips.
Host
Rupert Watson
Guest
Niall O’Sullivan
Guest
Nick White
The Chinese economy is now entering into a new phase of development that we believe will help it become a moderately prosperous nation by 2035 and to achieve full modernisation by 2050. We assess the opportunities and challenges of this transition and explore what this means for global investors and capital markets.
Host
Rupert Watson
Head of Asset Allocation,
International Ex-Pacific
Guest
Yaying Dong
Market Strategist
Previous episodes
Episode 1 - Biden, Brexit and Bitcoin | February 2021
February 2021
Join Rupert Watson and Susan McDermott as they discuss the transition from the Trump to the Biden administration and what effect this might have on climate change, the china/US relationship. They’ll share their views on whether they see opportunities in bitcoin and china in addition to sharing Mercer’s latest house views and what this means for markets more broadly.
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