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How can wealth managers build resilient portfolios to overcome today's challenges?

How can wealth managers build resilient portfolios to overcome today's challenges?

FromCritical thinking, critical issues


How can wealth managers build resilient portfolios to overcome today's challenges?

FromCritical thinking, critical issues

ratings:
Length:
23 minutes
Released:
Aug 17, 2023
Format:
Podcast episode

Description

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.In this episode the spotlight is on wealth management, particularly portfolio construction. Conor Power is joined by Marieke de Roo and Rebecca Jacques to explore a fundamental question: How can wealth managers design portfolios that yield better results for their clients? Amid this exploration, a key theme emerges: resilience. While unconventional in portfolio discussions, recent years have seen a cascade of crises—from pandemics to inflation and geopolitical unrest. With this backdrop, we hold a core belief: imminent uncertainties demand preparedness. Wealth managers who infuse resilience into portfolios can navigate risks and seize opportunities ahead, listen to the full episode to find out how.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.Read our full important notices - click here © 2023 Mercer (US) LLC. All rights reserved.
Released:
Aug 17, 2023
Format:
Podcast episode

Titles in the series (74)

Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors.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. 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.