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!

 

Latest episode

Reflation looms? Are you ready?

March 2021

 

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

Head of Asset Allocation, International Ex-Pacific

 

Guest

Niall O’Sullivan

EMEA & Asia CIO  

 

Guest

Nick White

Global Strategic Research Director


Listen now




Next episode


The rise of China?


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

Yaying Dong 

Guest

Yaying Dong

Market Strategist



Previous episodes

  • Episode 1 - Biden, Brexit and Bitcoin | February 2021

     

    Biden, Brexit and Bitcoin


    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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