41 min

The Big Debate‪!‬ Critical thinking, critical issues

    • Investing

US Interest rates: where to from here? 
With the Fed likely to start tapering their bond purchases this year, attention will soon turn to when they will raise interest rates and how high they will get. Will rates stay at exceptionally low levels or might we see the sort of levels we saw before the Great Financial Crisis?
 
Is it Japan’s time to shine?
Japanese equities have been unloved for a long time, but is the tide turning?  The outlook for the economy doesn’t seem to have changed enormously, but some investors are becoming more optimistic on the outlook for Japanese equities. We’ll discuss the reasons why or whether investors should avoid.
 
The High yield trade
Credit spreads are very tight.  Does this mean returns are likely to be poor or will low default rates and other factors support the asset class?

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.

Read our full important notices - click here

US Interest rates: where to from here? 
With the Fed likely to start tapering their bond purchases this year, attention will soon turn to when they will raise interest rates and how high they will get. Will rates stay at exceptionally low levels or might we see the sort of levels we saw before the Great Financial Crisis?
 
Is it Japan’s time to shine?
Japanese equities have been unloved for a long time, but is the tide turning?  The outlook for the economy doesn’t seem to have changed enormously, but some investors are becoming more optimistic on the outlook for Japanese equities. We’ll discuss the reasons why or whether investors should avoid.
 
The High yield trade
Credit spreads are very tight.  Does this mean returns are likely to be poor or will low default rates and other factors support the asset class?

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.

Read our full important notices - click here

41 min