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Insights is designed to provide updates on topical investment issues and latest developments within Mercer’s multi-manager funds and investment options, as well as a historical record for future reference. The ‘insights’ are generally published quarterly to accompany the Mercer Multi-Manager Fund (MMF)and Mercer Super Investment Trust (MSIT) quarterly reports.

 

Return of the GFC?

The September quarter was extremely volatile but does it spell another global financial crisis?

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Currency Management

Understanding the effects of currency movement on investment portfolios.

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Inflation Hedging - A portfolio perspective

How robust would your investment portfoio be in the face of an inflation outbreak? How would it perform if deflation dominates?

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Infrastructure - Enhancing diversification

Infrastructure - Enhancing diversification

As we move to further increase exposure of the Mercer multi-sector funds to real assets, unlisted infrastructure will play an important role.

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Insights archive

Emerging markets

 

Emerging markets will play a significant role in generating global economic growth in the 21st Century. Can you afford to overlook this important asset class?

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Sovereign Debt Crisis

 

There's no need to adopt a siege mentality with sovereign bonds because of the eurozone sovereign debt crisis.  Sovereign bonds have continued to provide a safe haven in volatile times.

 

 Download MMF | MSIT


 


 

Investing in commodities

 

Commodities can play an important and beneficial role in a diversified portfolio and 'round out' a portfolio's exposure to real assets.

 

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The future of multi-manager investing

 

This article examines how the current suite of MMFs were developed to deal with issues facing investors in the post-GFC world.

 

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GFC over? Where to now?

 

The All Ordinaries Index recorded its worst day since the October 1987 crash on 10 October 2008. A year later, we considered whether the GFC had run its course.

 

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Navigating through turbulent times

 

What was it like navigating through the GFC? This article highlights some of the initiatives adpoted by Mercer to help investors ease the pain.

 

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Positioning for the future

 

A prelude to the development of the new suite of funds launched in January 2010.

 

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Manager change process

 

A look at how Mercer undertakes manager changes, focussing on the process used in the latter half of 2008 to refresh the manager line up for the overseas shares sector.

 

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In the midst of the financial crisis

 

Fears of a 1930s-style depression were unfounded according to this article, which provided an update on the GFC from the perspective of the third quarter of 2008.

 

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This Document and Report is prepared by Mercer Investments (Australia) Limited (MIAL) ABN 66 008 612 397, Australian Financial Services Licence 244385. MIAL is the Responsible Entity of the Mercer Multi-Manager Funds (MMFs). ‘MERCER” is a registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917. MIAL is a wholly owned subsidiary of Mercer. Mercer has been appointed by MIAL as fund manager of the MMF. Investors should be aware that the value of an investment in any MMF may rise and fall from time to time and that neither MIAL nor Mercer guarantees the investment performance, earnings or return of capital invested in any MMF. If you are investing directly into any MMF, you will need to complete an application form included in, or accompanying a current Mercer Multi-Manager Funds Product Disclosure Statement which is issued by and available from MIAL. If you are investing indirectly into an MMF through an Investor Director Portfolio Service (IDPS) or an IDPS-like service (such as a master trust, wrap account, custody or nominees service) (Service) you will need to complete the forms or documents your Service provider requires. The information contained in this Document and the Report includes general financial product advice which does not take into account the personal objectives, financial situation or needs of individual investors. It is important that you consider these matters, read the: (a) current MMF Product Disclosure Document if you are investing directly; or (b) current Product Disclosure Statement for any MMF, issued by MIAL, together with the Product Disclosure Statement and/or any other offer documents applicable to your Service (available from your Service provider) if you are investing indirectly into an MMF through a Service, and obtain personal financial advice from a licensed, or appropriately, authorised financial adviser. The investment returns shown for any MMF throughout this Document and the Report do not take into account the unique characteristics that apply to each investor (such as timing of cash flow). As a result, the actual investment returns applying to a particular investor may differ from the investment returns shown in this Document and the Report. You should also remember that past performance should not be relied upon as an indicator of future performance.