Top Considerations for Financial Intermediaries 2023

Critical thinking, critical issues

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.
The past decade was one of the best on record for traditional 60/40 portfolios, but a sharp rise in macroeconomic volatility caused this period of success to come to an abrupt halt.
To explore what effect this has had on financial intermediaries globally, Conor Power is joined by Gregg Sommer and Adeline Tan as they also discuss what we believe are the top considerations for financial intermediaries as we transition into 2023.

Read the full paper here https://www.mercer.com/our-thinking/wealth/top-considerations-for-financial-intermediaries.html
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