Growing geopolitical risks and tightening financial conditions mean that wealth managers face an increasingly challenging investment outlook. The need for constant vigilance around linkages between macroeconomic volatility, recession risks and persistent inflation is paramount.

In this report, Mercer’s 2022 Global Wealth Management Investment Survey uncovers six areas that financial intermediaries should consider for client portfolios in 2023:

Navigating recession risks
Capturing themes in private markets
A hedge fund renaissance
Adopting a pragmatic approach to net zero
Proliferations of alternative products
Portfolio transparency and data “Operational Alpha”