A perfect storm for active management?

06/30/22 • 18 min

Opinions expressed are those of the speakers as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

Performance of active equity strategies in Q1 2022 was challenging, leading to unfavourable relative returns over the quarter and, in a number of areas, over the last 12 months. This has raised questions over active management and how investors should respond to poor relative returns. Join Suzanne Lubbe and Victoria Goh from Mercer’s manager research team as they discuss why they believe investors shouldn’t give up on active management and what is the best way to think about the individual building blocks when constructing multi-manager equity portfolios.
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This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.
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Opinions expressed are those of the speakers as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

Previous Episode

Recession fears are high but what does it mean for equity markets?

Opinions expressed are those of the speakers as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

Join Rupert Watson, Head of Asset Allocation Europe and Rachel Volynsky, CIO Canada as they discuss the outlook for equities after significant falls this year.
The FED has faced criticism for being too slow to tighten financial conditions, and to not notice or appreciate what was happening to inflation. With a recession seeming inevitable for many, Rupert and Rachel discuss whether they think we are heading for a recession, but importantly whether it will be a deep or mild recession. With Equity markets having corrected this year and signalling a return towards fundamental valuations, we ask is there more to go and will the FED intervene? Where can investors look for opportunities across developed markets, China and more broadly emerging markets.
This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.
Read our full important notices - click here

Next Episode

Mid-year outlook: Can inflation be curbed without a crash landing?

Opinions expressed are those of the speakers as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

Inflationary pressures that began bubbling during the Covid crisis have come to a head, and central banks are fighting it by engineering an economic slowdown. Risks remain high in some markets, in others there are grounds for optimism and buying opportunities.

Samantha Davidson, US OCIO Segment Leader is joined by Rupert Watson, Head of Asset Allocation, Europe and Anthony Brown, Director of capital markets, US to discuss the key findings from our 2022 mid-year outlook.
Read the full paper here
This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.
This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.

The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. Past performance does not guarantee future results. Investment advisory services for Brazil clients are provided by Mercer Human do Brasil (Mercer Brazil), a company regulated by the Brazilian Securities and Exchange Commission to provide Financial Advisory services.

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Critical thinking - A perfect storm for active management?

Transcript

00:00:15--> 00:01:16

[email protected]: Thank you all for listening into the latest edition of critical thinking critical issues, we will be discussing the very topical issue of active equity manager performance. Well, it can't be described as unprecedented it has been several decades since the global economy has experienced and inflation shock of the current magnitude. Post-Covid supply constraints rising interest rates and the current energy price shock have created an econ