Wealth & Investment Insights

Wealth & Investment Insights

A selection of thought leadership, insights and reports for financial intermediaries looking to overcome investment-related challenges and to maximise the opportunities of their primary focus.


 

Wealth & Investment Insights

 

Explore Mercer's thinking, insights and perspectives on the critical
issues that can help advance the health, wealth and careers of your
organisation and employees.

ARTICLE
David Scobie
Investment returns

Mercer’s ‘Periodic Table’ of Investment returns

A reminder to investors to establish their risk tolerances, avoid the temptation to pick winners, allocate to a range of asset types and focus on the longer term. So which asset classes came out on top in 2020?

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ARTICLE
Matt Scott
Cryptocurrencies

Cryptocurrencies: on the cusp of mainstream?

Cryptocurrencies have a track record, albeit a relatively short one, of resilience after large crashes. What's changed and how does it link to the broader economy?

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ARTICLE
David Scobie
Riders on the Storm

Riders on the Storm

When markets enter rough waters such as we've seen in 2020, there are often second-order effects worth thinking about which aren't immediately on an investor's radar.

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ARTICLE
Citywire – Vicky Ge Huang
Explaining Mercer’s rating process with Citywire

Explaining Mercer’s rating process with Citywire

Mercer’s Deb Clarke and Sean Chatburn are featured in the May 20 edition of Citywire, where they discuss their investment strategy selection and rating process, and what it takes for a portfolio manager to get a high rating from them.

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ARTICLE
David Scobie
Contemplating Cash – Return of the King

Contemplating Cash – Return of the King

Cash rates are low, and the asset class offers investors little. Or does it? As this article by Mercer’s David Scobie discusses, at times cash can be worth its weight in gold in an investor’s portfolio, but be wary not to overdo it.

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ARTICLE
Jillian Reid
Why Support the Low Carbon Transition?

Why Support the Low Carbon Transition? It is in Investors’ Best Interest

In a number of jurisdictions, financial regulators have indicated that many investors will need to consider climate-related risks in order to comply with their existing fiduciary duties.

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ARTICLE
The World Economic Forum
Investing in (and for) our future

Investing in (and for) our future

Investing in (and for) Our Future is a paper produced by the World Economic Forum in conjunction with Mercer. Currently, employee retirement plans have left individuals increasingly responsible for their own retirement...

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REPORT
Mercer New Zealand
Investing in Real Assets

Investing in Real Assets | Mercer at the CFA Society New Zealand

In May 2019, Philip Houghton-Brown and Padraig Brown presented at the CFA Society New Zealand, a full-day forum where key industry experts gathered to discuss Alternative Finance and Alternative Investments.

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ARTICLE
Rachel Alembakis
The search for a single source of truth

The search for a single source of truth

Asset owners and managers are seeking to generate a single data record across the organisation, for governance, compliance, quality management and operational efficiency.

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ARTICLE
Mercer New Zealand
What E&F Trustees can learn from the new workplace savings scheme

What E&F Trustees can learn from the new workplace savings scheme

In Mercer’s 2018 Endowments and Foundations Survey, we noted that superannuation scheme trustees were required to adjust their governance practices in response to the Financial Markets Conduct Act 2013...

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ARTICLE
Jillian Reid
Climate change progress could be held back by lack of clarity on ESG factors

Climate change progress could be held back by lack of clarity on ESG factors

The climate change debate has taken centre-stage, dominating discussions at every level of society, from the media to the boardroom and politics. Through the lens of the natural environment, individuals and businesses ...

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ARTICLE
David Scobie
Bitcoin or bust: Should Cryptocurrencies be in your investment portfolio?

Bitcoin or bust: Should Cryptocurrencies be in your investment portfolio?

In this article David Scobie, Head of Consulting at Mercer Investments, outlines the drivers behind the enthusiasm and considers some of the challenge

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ARTICLE
David Scobie
The Perils of Picking Managers Based on Past Performance

The Perils of Picking Managers Based on Past Performance

Do your instincts lead you astray? In this article, David Scobie from Mercer Investments New Zealand explains how referring to past performance has its uses when selecting investment products, but can be a comfort...

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ARTICLE
David Scobie
The Right Benchmark is the Bedrock of Strong Active Management

The Right Benchmark is the Bedrock of Strong Active Management

If you think your fund manager has added value, you may well be right. But as Mercer’s David Scobie explains, before reaching that conclusion, make sure you take a good look at the benchmark.

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ARTICLE
Produced by The Australian
The Investment Managers Meeting Purpose For Profit

The Investment Managers Meeting Purpose For Profit

For any organisation devising a formal policy on responsible investing principles, getting the policy right and persuading all interested parties to take action is formidable enough. But an even greater challenge ...

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ARTICLE
Produced by The Australian
Why Responsible Investing has come of age

Why Responsible Investing has come of age

Increasingly the discussion around the board rooms of New Zealand's blue-chip companies and heavy-hitting institutional investors is not about how to boost profits and share prices – but how to do good.

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ARTICLE
Produced by The Australian
How fund managers are rethinking risk and reward

How fund managers are rethinking risk and reward

Globally, companies and institutional holders responsible for trillions of dollars of client funds are waking up to a new reality: acting and investing responsibly should be an integral part of an organisation’s overall risk management.

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ARTICLE
Mercer New Zealand
Trump's Trade Tariffs: Terminal or Tactical Tit for Tat?

Trump's Trade Tariffs: Terminal or Tactical Tit for Tat?

On the 23rd of March 2018, under the guise of national security, a 25% tariff on steel imports and a 10% tariff on aluminium imports went into effect in the United States of America, as directed by President Donald Trump.

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ARTICLE
Mercer New Zealand
Governance models evolve to help drive better investment outcomes

Governance models evolve to help drive better investment outcomes

Increasing investment complexity, cost pressures and regulatory requirements are leading institutional investors to seek new ways of devising and implementing their investment strategies.

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ARTICLE
Mercer New Zealand
Is a bear market on the horizon?

Is a bear market on the horizon?

Recently, the VIX volatility index, commonly known as the ‘fear gauge’ of Wall Street, spiked to nearly 25, although it remained well below 37, which was the level hit in February.

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ARTICLE
Mercer New Zealand
10 Years After The Global Financial Crisis - 10 Lessons To Learn

10 Years After The Global Financial Crisis - 10 Lessons To Learn

With the 10th anniversary of the collapse of Lehman Brothers upon us, it is instructive to look back over the period and ask ourselves what, if anything, we have learned from living through these exceptional events. As is often the case, actual new lessons to be learned may be few, but there are som

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ARTICLE
David Scobie
Tech FAANG Phenomenon Gives Bite to Global Equities

Tech FAANG Phenomenon Gives Bite to Global Equities

It’s hard to believe that no-one on Earth had a smartphone until 2007. Today, studies show we check them on average about 50 times a day.

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ARTICLE
Mercer New Zealand
Investing in Bonds: Do they have your back?

Investing in Bonds: Do they have your back?

A fundamental shift is underway for global bonds. The sector has delivered a slightly negative return for the calendar year to date*, and the medium term outlook is looking subdued with bonds facing a number of headwinds.

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ARTICLE
Mercer New Zealand
The Global Risks Report 2019

The Global Risks Report 2019

Profound political, economic, societal, technological and environmental transformations are occurring at an unprecedented scale and pace and have become a part of day-to-day business life.

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ARTICLE
Mercer New Zealand
Global Risk Report 2018

Global Risk Report 2018

The velocity of political and technological change is compelling organizations to strengthen their resilience against shocks and surprises.

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DOWNLOAD
Mercer New Zealand
Chasing great: Should we expect local equity managers to outperform?

Chasing great: Should we expect local equity managers to outperform?

A reasonably common, if not universal, belief is that New Zealand represents a favourable sharemarket for employing active management.

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ARTICLE
David Scobie
A beast half-tamed: Global inflation lying low but lurking

A beast half-tamed: Global inflation lying low but lurking

Polaroids, floppy disks, Walkmans and phone books. There is an entire generation today for whom these items are mostly alien - consigned to the past thanks to the wisdom and technology of our age. Is global inflation such a quaint relic?

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ARTICLE
Mercer New Zealand
Turning the tables – Financial markets deliver investors a risk reality check

Turning the tables – Financial markets deliver investors a risk reality check

Each year, Mercer produces its Periodic Table of investment returns. The Table colour-codes 16 major asset classes and ranks how each has performed, on an annual basis, over the last 10 years.

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/content/mercer/asia-pacific/nz/en/our-thinking/insights.html< FEATURED INSIGHTS


 

Thought Leadership & Solutions

 

Explore Mercer's thinking, insights and perspectives on the critical
issues that can help advance the health, wealth and careers of your
organisation and employees..

GLOBAL REPORT
Responsible Investment

Investing in a Time of Climate Change — The Sequel

In 2011, Mercer published its first global research report on climate change and its implications for strategic asset allocation, in partnership with a number of our institutional investment clients...

Download >
REPORT
Responsible Investment

Are you a B.A.D. investor?

Download our free Starter Kit for insights on responsible investment and to find out how Mercer's solution model and implementation framework could get your organisation started on its responsible investment journey.

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GLOBAL REPORT
Cost of Living

2018 Cost of Living Ranking

Hong Kong ranks highest for cost of living among 209 prevalent destinations for globally mobile talent.

See the Ranking >
REPORT
Endowments & Foundations

New Zealand Endowments & Foundations Report 2018

The Mercer Endowments & Foundations report comes at an interesting time for Endowments and Foundations. After a sustained period of strong investment returns, many Endowments and Foundations, particularly those with a meaningful allocation to growth assets, find themselves in a healthy financial pos

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REPORT
Global Investment Research

Global Economic and Market Outlook 2019 and Beyond

In New Zealand, despite lower than expected economic growth in Q3, 2018 has been a relatively strong year for the New Zealand economy.

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/content/mercer/asia-pacific/nz/en/our-thinking/insights.html < FEATURED INSIGHTS


 

Reports & Downloads

 

Download our latest thought leadership, insights, reports and articles

ARTICLE
Investment
Rise of China article

China's ascent towards global leadership

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ARTICLE
Investment

We Need To Be Better Than 'Optimal'

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ARTICLE
Inflation

Understanding Inflation and Its Impact on your Portfolio

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ARTICLE
Hedge Funds
The Case for Traditional Hedge Funds

The Case for Traditional Hedge Funds

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ARTICLE
Responsible Investment

Crossing the bridge to Sustainable Infrastructure Investing

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ARTICLE
Responsible Investment

Building a bridge to Sustainable Infrastructure

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ARTICLE
Responsible Investment
Responsible Investments the active side of Passive Management

Responsible Investments the active side of Passive Management

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REPORT
Risk

The Global Risks Report - 2018

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ARTICLE
Cryptocurrencies

Cryptocurrencies - Fools Gold or The Future

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REPORT
Cyber Risk

APRC cyber risk in Asia Pacific

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ARTICLE
Investment

The rise of the Future Makers

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/content/mercer/asia-pacific/nz/en/our-thinking/insights.html< FEATURED INSIGHTS

 

Related Wealth & Investment Solutions

 

Explore the range of Institutional Wealth investment consulting and wealth management services and solutions Mercer provides.

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