Mercer Global Investment Forums 2020 - Singapore | Mercer LLC | 4 March 2020 | The Ritz-Carlton, Millenia Singapore, Marina Bay, 7 Raffles Ave, Singapore 039799

After the previous year’s negative returns in most asset classes, 2019 brought welcome relief for investors around the globe. Authorities paused on monetary tightening in the face of falling economic growth in major markets and faltering global confidence. Looking forward, the risks for investors are many. Among those in the near term are: negative yields on a fifth of global bonds, stubbornly low inflation in the developed world, growing wealth inequality, high public debt, and the lack of growth-stimulating ammunition left for central banks.

But where there is risk, there is also opportunity — a spend-heavy, yet potentially stimulative, transition to a lower-carbon future is likely to produce both winners and losers. Investors who understand these changes and position their portfolios toward the future improve the probability of meeting their objectives. Mercer’s 2020 Vision: Themes and Opportunities highlights the actions investors can consider to better protect portfolios in adverse environments or to capitalize on emerging trends.

Our Global Investment Forums 2020 reflect on these themes in the context of the current economic environment and highlight where we think opportunities exist to help position portfolios for a brighter future. Investors need to be clear on their timeframe, be prepared for business as unusual and position for climate change.

The question is not whether current economic, political, social and environmental trends will impact portfolios, but rather how and when. It’s a matter of time.

2020 Speakers

KEYNOTE SPEAKERS:

Geoff Mulgan
Author, Academic and Former CEO of NESTA

GUEST SPEAKERS:

Phillip Bretnall
CEO, HSBC Provident Fund Trustee (Hong Kong) Limited

SPEAKERS:

Ben Abell
Director of Analytics Research & Tools, Growth Markets

Charles Chiang
Asset Class Specialist, Alternatives

Chee Loong Chong
Wealth Business Leader, Singapore

Deb Clarke
Global Head of Investment Research

Rich Dell
Global Leader, Equity Boutique

Igor Evangelij
Senior Investment Consultant

Wen Ting Geok
Asset Class Specialist, Alternatives

Garry Hawker
Global Leader, Sovereign Funds

Guhan Yap Kannan
Senior Investment Consultant

Chin Yee Koh
Senior Investment Consultant

Mark Laidlaw
Asset Class Specialist, Equity Boutique

Raelan Lambert
Global Alternatives Leader

Peta Latimer
CEO, Singapore

Jia Yin Lee
Investment Consultant

Janet Li
Wealth Business Leader, Asia

Jillian Reid
Senior Responsible Investment Specialist

Cameron Systermans
Senior Portfolio Manager

Adeline Tan
Wealth Leader, Hong Kong

Richard Tan
Portfolio Specialist

Nick White
Global Strategic Research Director

Adrian Worth
Asset Class Specialist, Diversifying Alternatives Boutique