WHAT ARE THE LEADING INVESTMENT TRENDS FOR 2010?

Mercer, the consultancy, has some thoughts. Ten, to be exact…
1. Superannuation legislation will force change in the way we look at retirement and how retirement savings are invested
2. A weaker global banking system will create opportunities for private credit
3. Emerging market growth will outstrip developed markets, but equity markets may have priced this in
4. Environmental, Social and Governance (ESG) factors will continue to rise on investors’ radar
5. Investors will critically examine their investment strategies in the context of evolving deflation/inflation risks
6. Dynamic Asset Allocation (medium-term asset allocation tilts) will be de rigueur to capture market mispricing in the medium-term
7. Investors will undertake more due-diligence on hedge fund strategies
8. The big “macro” moves may be behind us – time to become “micro”?
9. Super funds will question the role of illiquid assets in their portfolios
10. Diversification will remain key.