Investment Insights (Q3 2021)

The first half of 2021 has been strong with global markets posting positive returns and the COVID-19 vaccine roll-out being distributed quicker than anticipated, allowing more economies to re-open. New variants and outbreaks, as well as Geopolitical risks such as conflict between Israel and Palestinians in the Gaza strip continue to be a threat; however, Mercer believes we are still in the early stages of a strong recovery

Mercer’s Portfolio Manager, Robert Kavanagh shares insights from Mercer’s global network of investment experts covering:

• Financial market performance and it’s influences for first half of 2021
• The impact of COVID-19 vaccine rollout on global markets
• Themes expected for remainder of 2021 and outlook for investmentmarkets
• Whether inflation is becoming a threat