The Investor's Edge 2: Multi-Asset Allocation in a Changing Market

Bloomberg

05-05-2025

Join experts from Bloomberg and Mercer as they explore the role and implementation of a multi asset investment philosophy within the changing macroeconomic environment of today's markets.
Speakers
Lead, Bloomberg Index Sales Team
Bloomberg
Joe leads the Bloomberg Index Sales Team covering Institutional Investors, Sellside firms, Insurance Companies and Exchanges in the Americas. He joined Bloomberg in April 2020 as an Index Sales Specialist and over the past year his team has been focused on driving tailored cross asset index solutions to meet the highly specialized needs of their clients. Prior to joining Bloomberg, Joe was the Global Head of the Strategy & Volatility Index Solutions Product Management team at S&P Dow Jones Indices where he was responsible for the full lifecycle (from design to distribute) of index solutions across Factors, Thematics, Multi-asset / QIS strategies, VIX and volatility / option based strategies.Joe has a undergraduate degree from Rutgers College and a Masters in Business Administration from Columbia Business School.
Andrew McDougall
Partner & Global Head of Multi-Asset
Mercer
Based in London, Andrew leads the teams responsible for global portfolio construction, economics & dynamic asset allocation and multi-asset manager research. Andrew chairs Mercer's Global Asset Allocation Committee, which is the group responsible for guiding asset allocation decisions across the firm's $600bn+ OCIO clients and informing the asset allocation of >$17trillion of advisory clients. Prior to this, Andrew was Head of Portfolio Management for EMEA, with accountability for portfolio construction and manager selection across fixed income, equity and multi-asset funds. Andrew also previously led the Global Fixed Income Portfolio Management team.
Rupert Watson
Global Head of Economic and Dynamic Asset Allocation
Mercer
Rupert joined Mercer in May 2013 and is head of the team that develops Mercer's house view on the global economy & markets as well dynamic positions taken in portfolios . Prior to joining Mercer, Rupert was Head of Asset Allocation at Skandia Investment Group and previously worked as a fund manager at Black River Asset Management, Goldman Sachs Asset Management, Investec Asset Management and Merrill Lynch Investment Management. Rupert began his career at the Bank of England. Rupert has a first class economics degree from Edinburgh University and is a Chartered Financial Analyst (CFA).
Tom Orlik
Chief Economist
Bloomberg Economics
Tom Orlik is Bloomberg's Chief Economist, based in Washington DC. Previously, Tom was the Chief Asia economist for Bloomberg and China economics correspondent for The Wall Street Journal, based in Beijing. Prior to a decade in China, he worked at the British Treasury, European Commission, and International Monetary Fund. He is the author of Understanding China's Economic Indicators (FT Press) and China: The Bubble that Never Pops (OUP).
Jennifer Welch
Chief Geoeconomics Analyst
Bloomberg Economics
Jennifer Welch is the Chief Geoeconomics Analyst for Bloomberg Economics. She previously served as the director for China and Taiwan on the US National Security Council under the Biden and Trump Administrations, and as the advisor to Vice Presidents Harris and Pence on Asia and the Pacific. She is based in Washington, D.C.