Private debt has become a core part of many professional investors’ portfolios. In this paper, we look at its growth and appeal and provide allocation considerations to the asset class. #investing #money bit.ly/3MSRoYy

#Russia is being removed from #equity indices. How does removing a country from an index usually work? This paper discusses the questions on how removing a country from an index usually works, as well as its portfolio implications. #investing #markets bit.ly/3hZ4CVB

Why invest in #PrivateMarkets? We argue there are 3 main reasons - potential for, return enhancement, #inflation protection & diversification. Most types of alternative #investments offer a combination of these 3 possible, desirable attributes. #investing bit.ly/3B7RPJb

If we are at the end of covid the huge amount of stimulus that has been put into economies may come to an end. We may be left with higher taxes, higher interest rates and inflation. It could lead to a recession and is a risk for markets #MercerChats #Investments

It should be top of mind! Investors should look at strategies to protect their portfolio. There are number of strategies: 1. Gold, commoditions and natural resource equities 2. Real assets 3. Floating rate assets such as private debt. #MercerChats #Investments

It's a good effort though @Tess_invests

I would say there is some concern. Although the fundamental backdrop is supportive for earnings, stretched valuations and some clear signals of market froth make Mercer's overall view on equity markets more neutral. #MercerChats #Investments

The #energy industry is undergoing a massive disruption due to its focus on clean energy and improving #DEI. Listen to how this impacts the competition for #talent across the industry. #FutureOfWork bit.ly/34uVaFR

It is noticable that for the second crisis central banks and governments have taken every possible measure to shore up economies. These have been fantastic for risk assets with strong returns for equities for example. Maybe a lesson for investors in the future #MercerChats

Counters to China slow down 1. Strong consumer balance sheets 2. businesses engaging in capital intensive projects 3. Govenment spending and investment staying evevated #MercerChats #Economy

China obviously has an ever increasing importance to the global economy but despite the slowdown there are a other countering reasons to be optimistic on the global economy in 2022: #MercerChats #Economy

Given government policy to 'level up', Main Street stocks could perform better than financial stocks. Further tech stocks could underperform if there is tighter regulation due to perceived impacts in social cohesion #MercerChats

Coming out of COP26, it is clear that governments, businesses and individuals will need to invest trillions of dollars in tackling climate change #MercerChats #Investments

The world is in midst of a revamp on various fronts. We've translated the three overarching themes that we believe will impact #investment decisions in 2022 and beyond. #economy #finance bit.ly/30qSyY6