Critical thinking, critical issues

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

August 17, 2023 Mercer
Critical thinking, critical issues
How can wealth managers build resilient portfolios to overcome today's challenges?
Show Notes

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.


R
ead our full important notices - click here

 © 2023 Mercer (US) LLC. All rights reserved.