Critical thinking
Critical thinking is a podcast from Marsh in which the firm's thought leaders and invited guests discuss and debate the themes, trends and opportunities shaping financial markets, and how those shifts may translate for investors. Episodes feature conversations with Marsh specialists and outside guests, including people from firms Marsh evaluates or rates. The opinions expressed are those of the speakers at the time of recording, are subject to change, and do not necessarily reflect the views of Marsh. The show is provided for informational and educational purposes only and does not constitute investment, financial, legal or tax advice, or any offer or recommendation to buy or sell securities.
Episodes
Sports investing: trends, opportunities, and market perspectives
Global sport is fast emerging as a compelling new asset class for institutional investors. In this episode of Critical Thinking, host Teena Jilka speaks with Alastair Seaman, Managing Director at KKR and a member of the Arctos sports investment business, part of KKR solutions, to explore what’s fuelling growing investor interest — and where the opportunities may lie. From North American leagues an
Managing legacy private market assets: Turning complexity into opportunity
Managing inherited legacy private market portfolios is increasingly complex as allocations grow across private equity, credit, real estate, and infrastructure. This episode looks at the hidden operational and liquidity burden of these assets and outlines decision frameworks to hold, sell, or restructure, emphasizing proactive planning, strong execution, clear governance, and tailored solutions ali
Leadership, Building Enduring Businesses & Private Markets | In conversation with Jon Gray, President and COO of Blackstone
In the first episode of CEO Perspectives under our new Marsh brand, Mick Dempsey, President of Investments and Retirement, speaks with Jon Gray, President & COO of Blackstone, about the leadership principles that have shaped one of the world's largest alternative asset managers. Their conversation explores the evolution of private markets, the growing role of private capital, navigating t
Secondaries on the main stage: Opportunity, alignment and the future of private markets
Liquidity has always been a consideration in private markets — but the way investors manage it is changing. In this episode of Critical thinking, Teena Jilka is joined by Mike Forestner and Benjamin Baumann to explore the rise of GP-led secondaries and continuation vehicles.They discuss what is driving the structural growth of the secondaries market, how continuation vehicles work and why alignmen
Accountability at the table: The role of the investment committee
In this episode of Critical thinking, Eimear Walsh, European Head of Investments, is joined by Michel Meert, European Consulting Leader for Endowments, Foundations and Family Offices, and Michael Curtin, Senior Investment Consultant at Mercer, to explore why the investment committee is often the point where governance becomes real and where investment culture can be most visible. The conversation
What’s driving institutional interest in professional sports?
In this episode Mercer's US Alternatives Investment Leader Matt Vokes is joined by Neil Blundell, CIO at CAIS Advisors, and Catherine Abely, Private Equity Research Specialist at Mercer, for a discussion on the structural characteristics that distinguish professional sports as an asset class — including franchise scarcity, contracted revenue streams, media rights deals, and the evolving liqui
How wealth managers are rewriting the alternatives playbook amid macro shifts and retailization
In this episode of Critical Thinking, Teena Jilka is joined by David Scopelliti and Karl Heckenberg, President and Managing Partner at Constellation Wealth Capital, to explore how wealth managers are evolving their alternatives playbooks in response to macro shifts, changing client expectations, and the continued retailization of private markets. The conversation looks at how some firms are adapti
Trends and Opportunities in (Re)insurance
In this episode of Critical Thinking, David Morrow, Global Insurance Proposition Leader at Mercer, is joined by Laurent Rousseau, CEO for EMEA and Global Capital Solutions at Guy Carpenter, and Eryn Bacewich, Head of Insurance Solutions within Mercer’s insurance investment practice, to discuss the evolving role of alternative capital in the reinsurance market.Together, they consider the developmen
Navigating the new private markets landscape
Private markets today are being shaped by megatrends such as artificial intelligence, decentralization, and rising concentration across public markets. As traditional diversification comes under pressure, investors are increasingly rethinking liquidity, risk, and opportunity in a more complex environment.In this episode of Critical Thinking, Niall O’Sullivan, Global Chief Investment Officer, is jo
[Recorded in Dutch] A conversation with Mark Heemskerk
In the fifth episode of Wegwijs na Invaren, Roel Mehlkopf (Cardano) and Marc Heemskerk (Mercer) talk to pensions lawyer and professor, Mark Heemskerk, about an important and topical theme: pensions in court - particularly in relation to the new Dutch pensions system.Together they explore different scenarios and discuss: how realistic lawsuits are related to conversion, who could be held responsibl
What opportunities and risks are shaping securitized credit markets today?
Global securitized credit has come a long way since the 2008 financial crisis. In this episode of Critical Thinking, Deborah Wardle speaks with Jean de Kock and Thimal Kollure about how the market has evolved, why it is attracting renewed investor interest, and what it may need to build an effective allocation today.This podcast contains statements on historical performance which may not be repeat
1 Theme, 2 CIOs, 3 Questions: Geopolitics, AI, and the search for portfolio resilience
Recorded live at Mercer’s Global Investment Forum in Orlando, in this special edition of the One theme, Two CIOs, Three questions podcast Anne Marie Schultz, US Investments Commercial Leader is joined by US CIO Andrew McDougall and Global Alternatives CIO Garvan McCarthy on the key issues shaping investor decisions today. From geopolitical and energy risk to AI-driven growth, private markets liqui
[Recorded in Dutch] A conversation with Jeroen Steenvoorden
In the fourth episode of Wegwijs na Invaren, Roel Mehlkopf (Cardano) and Marc Heemskerk (Mercer) speak with Jeroen Steenvoorden, the Dutch national pension ombudsman, about what he is seeing in practice and what challenges participants face. Together they discuss common topics and patterns in complaints and the balance between the letter and the intent of pension schemes. They also look ahead to w
[Recorded in Dutch] A conversation with Agnes Joseph
In this episode of Wegwijs na Invaren, Roel Mehlkopf and Marc Heemskerk speak with Agnes Joseph about her time in the Dutch Parliament and her involvement in the pension debate. What insights can be drawn from that period, and how does she now view the new pension system?They also look ahead. What does a society in which people are living longer, and may spend 30 years or more in retirement, mean
[Recorded in Dutch] A conversation with Michael Visser, Nibud
In this episode of our Dutch podcast, Wegwijs na Invaren, Roel Mehlkopf, Pension Fund Adviser at Cardano Netherlands, and Marc Heemskerk, Actuarial Consultant at Mercer, talk with Michael Visser from Nationaal Instituut voor Budgetvoorlichting (Nibud) about purchasing power around retirement and the lessons that can be drawn for the transition to the new pension system. Together, they discuss how
The rest is investments – A conversation with Dominic Sandbrook
In this episode of Critical Thinking, Mercer’s Commercial Leader for UK Investments, Dan Melley, is joined by historian and "The Rest Is History" podcast co-host Dominic Sandbrook to explore what today’s investors can learn from some of history’s most influential financiers.Central to the discussion is the interplay among finance, power, and innovation. Across periods and personalities,
Unlocking the value of data with AI - Our journey to date
In this episode of Critical thinking, Byron Evans speaks with Rob Ansari and Bev Sharp about unlocking the value of data with AI. They share real examples – from using internal AI tools to streamline manager research to building capital‑flow forecasting – and the lessons learned on data readiness, governance and change management. This content is for institutional investors and for information pur
From banks to assets: How asset-backed finance is rewriting credit markets
In this episode of Critical Thinking, Amit Popat is joined by Andreas Vermeiren and Huw van Steenis to explore the rapid rise of asset-backed finance (ABF) and its role in modern portfolios. The discussion examines the drivers behind ABF’s recent momentum, as banks retrench and institutional investors, particularly insurers, seek long-duration, stable cash flows. It also highlights the growing rol
[Recorded in Dutch] A conversation with Jacob Schoenmaker, financial journalist
In this first episode of our Dutch Podcast Wegwijs na Invaren, Roel Mehlkopf, Pension Fund Advisor, Cardano Netherlands, and Marc Heemskerk, Actuarial Consultant at Mercer, speak with financial journalist Jacob Schoenmaker to explore how the media is covering the Netherlands’ transition to the new pension system. They unpack the narratives that tend to surface in reporting – including the often‑me
1 Theme, 2 CIOs, 3 Questions: Values aligned investing in a rapidly evolving landscape with CBIS and Mercy Investment Services
Join host Cori Trautvetter as she sits down with Lisa Laird, CIO of Mercy Investment Services, and Tom Digenan, CIO of Christian Brothers Investment Services (CBIS), for a frank conversation about the promise - and the misconceptions - of values-aligned investing. Together they cut through the noise to explore whether mission-driven portfolios must sacrifice returns, how AI and rapid structural ch
Private credit: what matters now?
In this episode of Critical Thinking, host Kenny Pitman, Senior Director, Alternative Investments, takes a closer look at the evolving private debt landscape with David Scopelliti, Global Head of Private Equity and Private Debt and Scott Wilkinson, Head of Private Debt, APAC.Tackling recent headlines – from AI-driven repricing in the software sector and widening credit spreads to liquidity strain
Trade finance’s breakout moment
As traditional banks step back from short-term lending due to regulatory pressures, a significant gap has opened up in global commerce, and alternative lenders are stepping in.In our latest episode of the Critical Thinking podcast, Deborah Wardle sits down with Gerard Sheehan and Gavin Dredge to unpack why trade finance is becoming one of the fastest-growing areas in private credit.They explore th
Insurance private markets and the Prudent Person Principle
In this episode, we join Roman Knipprath, Andreas Vermeiren and Arco van Oord to hear how insurers can strengthen their approach to the Prudent Person Principle (PPP) as regulatory scrutiny increases. From valuation and liquidity to governance, stress testing and data-driven decision-making, the discussion explores practical steps to evidence prudence and build more resilient private market portfo
Return on resilience
In this episode, Anne Marie Schultz, US Investments Commercial Leader, Bernardo Serpa Pimentel, Senior Investment Consultant, and Michel Meert, European Consulting Leader for Endowments, Foundations and Family Offices, explore the idea of a “Return on Resilience.” Resilience is not just about endurance, it’s about adaptability, the capacity to respond to disruption with speed and confidence. Gover
Where values meet value: Faith-based investing in a changing world
Faith-based investing is evolving quickly, driven by advances in data, greater transparency, and more sophisticated portfolio design. Today, some investors are demonstrating their conviction through a range of strategies that seek to align mission with return.In this episode of Critical Thinking, host Michael Lernihan, Global Commercial Leader for Mercer’s Investments and Retirement Business, pres
Exploring the potential: Private investments in US defined contribution plans
In this episode of Critical Thinking, Mercer’s U.S. Defined Contribution Leader Holly Verdeyen is joined by Matthew Calloway, Principal, Mercer’s Law and Policy Group, Kelly Henson, Defined Contribution Investment Strategy Leader, and Matt Vokes, Senior Director of Investment Alternatives.They explore the evolving landscape of private investments within U.S. DC plans, including the impact of the A
Building a GP-led data backbone for private markets
As institutional and retail capital continue to flow into private markets, we believe the infrastructure supporting investment decisions hasn’t fully kept pace. The real challenge isn’t just access to opportunity; it’s access to reliable, data.In this episode of Critical Thinking, Mercer’s Global Head of Analytics and Portfolio Solutions, Rob Ansari is joined by Chris Sparenberg, Head of Business
Private markets and leadership | In conversation with Martina Cheung, President and CEO of S&P Global
The global economy is becoming more complex, raising the stakes for leaders navigating this change.In this episode of CEO Perspectives, part of Mercer’s Critical Thinking series that take you inside the C-Suite for peer-to-peer conversations with leaders influencing decision making across the investment industry, Mick Dempsey, Global President of Mercer Investments & Retirement, is joined by M
Building tomorrow's private market portfolio | In conversation with Marc Rowan, CEO of Apollo Global Management
In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As one of the architects of the convergence between insurance capital and private credit, Marc offers his perspective on how this model is evolving
Navigating markets: LDI and beyond
Over the past five years, we've seen vast changes in interest rate and inflation levels globally, making it important for investors to understand what is driving market dynamics and the impact on portfolio execution and risk management.In this episode of Critical Thinking, Mercer’s UK Head of Investments Helen Hope is joined by US LDI Investments Leader, Brett Dutton and Dan Cunnington, Head
1 Theme, 2 CIOs, 3 Questions: Navigating Markets in a Macro-Driven Investment Environment with Bon Secours Mercy Health and the Hershey Trust
We're excited to launch the first episode of our new Critical Thinking series: 1 Theme, 2 CIOs, 3 Questions. Each episode focuses on one key investment theme, featuring two leading Chief Investment Officers who tackle three big questions shaping today's investment landscape.In this debut episode, Mercer's Andre Boucher sits down with Jim Mahoney, CIO of Bon Secours Mercy Health, and
Frontier markets debt’s breakout moment
With developed markets facing higher debt burdens, elevated rates, and ongoing uncertainty, investors are increasingly considering frontier market debt as a means of diversifying portfolios and achieving long-term growth potential.In this episode of Critical Thinking, host Jean de Kock is joined by Anja Needham and Adam Shenton. Together, they discuss the fundamentals of frontier market debt, the
Good governance: The hidden lever behind investment success
With increasing uncertainty and market complexity putting decision makers under mounting pressure, governance shines through as a tool for gaining a potential competitive edge. In this episode, Helen Hope is joined by Jay Love and Boutros Thiery, to unpack what good governance is, explain why poor structures may hinder investors, and break down how to make governance work for your individual needs
Private markets in motion: Navigating complexity and innovation in today’s private markets
Private credit has evolved rapidly over the past decade, becoming one of the most in-demand asset classes for investors seeking diversification, income, and resilience in portfolios. Yet with this growth has come added complexity, from structural shifts in lending markets to new product innovations and heightened regulatory changes. In this episode, host Alecia DeCuollo introduces Private markets
The evolution of private markets
As private markets have evolved, investors have shifted their approach away from a one-size-fits-all portfolio structure focused on closed end funds towards more bespoke constructions. Alongside this, liquidity concerns amongst both LPs and GPs have prompted a strategic reassessment of the role co-investments and secondary transactions play in modern portfolios, shifting them from the periphery of
Into the mainstream: how semi-liquid funds may be improving access to private debt
In recent years, the role of private debt has transformed, with the potential for higher returns and greater portfolio diversification seeing the asset class become a more frequent feature in institutional portfolios. Now, the way that investors are accessing private debt has changed too. Semi-liquid fund structures have emerged, with asset managers seeking to address the traditional barriers to e
Janet Yellen on Economic Resilience, Global Stability, and the Path Ahead
In this milestone 100th episode of Critical Thinking, U.S. Treasury Secretary Dr. Janet Yellen joins Mercer’s Niall O’Sullivan for a wide-ranging conversation on the forces reshaping the global economy. From inflation and interest rates to geopolitical fragmentation and the green transition, Dr. Yellen offers her perspective on the challenges facing policymakers and markets alike, as well as the o
International CIO Perspectives
In this podcast episode, Mercer’s U.S. CIO Olaolu Aganga sits down with fellow Mercer CIOs Christine Tessier, Garvan McCarthy, and Kylie Willment. Together, they tackle a big question swirling in markets today: Is the U.S. still the top spot for investors, and do better opportunities lie elsewhere?They explore how market uncertainty is creating both risk and opportunities around the world and why
Cross-border governance
What does investment governance look like when success is defined by more than just returns? In this episode, Andy Farrington, Mercer's Multinational Investments Leader, is joined by Lee House of ABB’s Group Pension Management Team and Deborah Frost, Chair Elect of Mercer UK Master Trust, to discuss how large asset owners may navigate complex decisions across global pension plans. Together,
Real assets and Asia-Pacific: Global diversification and regional opportunity
In this episode, Jo Holden is joined by Alan Synott and Robert Ronneberger to explore the evolving real assets landscape.They discuss where we are in the real assets cycle, the case for global diversification, opportunities and challenges in Southeast Asia, and practical strategies for asset owners navigating today’s dynamic market environment. This podcast contains statements on historical perfor
The Total Return Conundrum — Rethinking Portfolio Strategy for Endowments and Foundations
In this episode of Critical Thinking, Anubhuti Gupta and Adeline Tan tackle one of the most pressing challenges facing endowments and foundations: delivering sustainable returns amid rising market concentration, volatility, and lower future expectations. They discuss how diversification beyond traditional equities, smarter liquidity management, and strong governance frameworks are essential to bui
Investing in Insurance Portfolios Amid Market Turbulence
In this episode of Critical Thinking, Andreas Vermeiren, Principal in Mercer's Insurance Solutions team, is joined by William Gibbons, Principal in the Insurance Solutions team, and Eryn Bacewich, Head of US Insurance Solutions, to discuss their thoughts on risk management in insurance portfolios during a period of increased market volatility and the opportunities this presents to agile inves
Going global: How real estate is evolving in institutional portfolios
In this episode, Alan Synnott, Mercer’s Global Head of Real Assets, is joined by Anne Koeman-Sharapova and Simon James to explore how institutional investors are repositioning their real estate allocations in light of market resets and evolving sector dynamics.They discuss why real estate remains a core private markets asset, where valuation corrections have opened potential opportunities, trends
The value proposition of hedge funds
In this episode, Robert Ronneberger, Head of Business Development for Asia, is joined by Dave McMillan, Chief Investment Officer, Hedge Funds, to explore how investors can future-proof their portfolios — specifically within hedge funds. Robert and Dave examine the most common mistakes seen in hedge fund investing, the impact of recent market volatility and other significant changes, such as the no
Navigating change: How liability-driven investing is shaping Europe's financial portfolios
As trade tensions, uncertainty over the direction of interest rates, and pension reforms reshape the investment landscape, liability-driven investing (LDI) may provide a source of stability. In this episode, Jeffrey Dissmann, who leads Mercer’s Investments business in Germany, is joined by Sheena Frost, Lead of the Europe ex-UK Portfolio Management Solutions Team at Mercer and Rik Klerkx, Chief In
Enhancing resilience amid shifting trade policy
In this episode, Niall O’Sullivan, Global Solutions Chief Investment Officer, is joined by Olaolu Aganga, US Chief Investment Officer, Rupert Watson, Global Head of Economics & DAA, and Mike Forestner, Global Chief Investment Officer, Private Markets, to examine the causes of recent market volatility and the implications across public and private markets.The conversation leverages Mercer’s inv
The future of wealth management: Balancing innovation, regulation, and client expectations
In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank. Recorded live at Mercer’s Global Investment Forum, together they explore how the wealth management industry is adapting to shifting client expectations, regulatory
Why Operational Due Diligence is important
In this episode of Critical Thinking, Manish Solanki, Head of Mercer Sentinel Group Europe, is joined by Tony Martinez, Head of Mercer Sentinel Americas, and Ashleigh McDowell, Principal at Mercer Sentinel Group, to explore why Operational Due Diligence is becoming an essential component of investment decision-making.With increasing market volatility, regulatory pressures, and rapid technological
Insurance and investment risk - where are we in the cycle?
In this episode, William Gibbons, Senior Insurance Investment Consultant at Mercer, is joined by Tom Davies, Head of UK Placement, Marsh, and Olaolu Aganga, US Chief Investment Officer, Mercer, to explore how non-life insurers can potentially capture opportunities while maintaining resilience in an economic and market environment that's in a state of flux. The conversation covers how diversif
Portfolio resilience in 2025 - Top considerations for endowments and foundations
Marieke de Roo, Mercer's Leader in Europe for Single Family Offices and Endowments & Foundations, is joined by Texas Hemmaplardh and Cori Trautvetter, both Partners and Co-Leads of Mercer's US Endowment and Foundation Investment Practice, to explore how endowments and foundations can potentially achieve portfolio resilience in an economic and market environment that's in a state
Navigating the global economy ─ outlook and insights
In this episode (date of recording: February 28, 2025), Lisa Kots, Head of US Wealth Management Portfolio Management at Mercer, is joined by Rupert Watson, Global Head of Economics and Dynamic Asset Allocation, and Julius Bendikas, European Head of Economics and Dynamic Asset Allocation. Together, they explore the global economic outlook for Q1 2025, analyzing key market trends, potential risks, a
Mobilising institutional investment towards emerging economies - in conversation with British International Investment
In this episode of Critical Thinking, Jo Holden, Global Head of Investment Research and Advisory at Mercer, is joined by Leslie Maasdorp, CEO at British International Investment (BII) and Matt Robinson, Head of Private Capital Mobilisation at BII, to explore the world of development finance institutions (DFIs), capital mobilisation, and how DFIs can open up new investment opportunities for institu
Lining up with the long term - Family office top considerations 2025
In this episode of Critical thinking, Michel Meert, European Consulting Leader for Endowments, Foundations and Family Offices, is joined by Marieke de Roo, European Sales Leader for Endowments, Foundations & Single-Family Offices, and Teena Jilka, Senior Investment Adviser to explore what's top of mind for single-family offices over the next year and beyond. As inflation moves back toward
How Private Equity can potentially unlock value and opportunities from UK Defined Benefit (DB) Pension Schemes
In this episode of Critical Thinking, Sinead Leahy, Co-Head of Cardano Advisory is joined by Nick Gibson, Managing Director, Cardano Advisory, and Dan Jackson, M&A Senior Principal at Mercer, to explore the key findings from our recent report, ‘Unlocking value and opportunities from UK pension funds – a private equity perspective’. There has been a significant shift in the Defined Benefit (DB)
The promise and perils of carbon markets
In this episode of Critical thinking, Cara Williams, Senior Partner and Global ESG and Sustainability Leader at Mercer, is joined by Lovey Sidhu, Sustainable Investment Specialist in Mercer's Global Strategic Research Team, and Daniel Klier, CEO of South Pole, to explore the dynamic challenges and potential opportunities in the evolving carbon market.The discussion addresses the elements need
Taking the noise out: Managing change and comms in pension plan design
Navigating the challenges of modern pension provision requires employers to effectively communicate and implement changes in pension plans while keeping employees' best interests at heart.In this episode hosted by Mercer's Tej Patel, Fiona Brown shares her own views on the evolving landscape of employer retirement offerings, based on her decades-long experience in the sector, most recent
Insurance Considerations 2025
In this episode of Critical thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by David Morrow, European Insurance Proposition Leader, and Stephanie Thomes, a Senior Investment Strategist in Mercer’s Insurance team, to explore Mercer’s outlook for insurers in 2025. This year’s paper reflects a transitional phase for the economy, defined by shifts in structural factors
Swing state: investment themes and opportunities in 2025 and beyond
In this episode of Critical Thinking, Jo Holden, Global Head of Investment Research at Mercer, is joined by Nick White, Global Strategic Research Director, and Matthew Scott, Strategic Research Principal, to explore Mercer's "Themes and Opportunities 2025" paper, specifically focusing on this year's theme, "Swing State." This concept reflects an economy in transition,
A focus on members is key to potentially helping DC members secure better retirement outcomes
For the past 16 years, Mercer has been benchmarking retirement systems across the globe. The Mercer CFA Institute Global Pension Index 2024 uses more than 50 indicators to assess adequacy, sustainability and integrity across the world's pensions systems, highlighting their relative advantages and suggested areas for reform.In our latest episode, David Know, Senior Partner at Mercer, is joined
Navigating Private Market Strategies: Insights on Co-Investments and Secondaries (IN FRENCH)
Are you a French speaker looking to deep dive on co-investments and secondary market opportunities? In this first episode in French of the podcast "Critical Thinking," host Matthieu Mougeot is joined by investment specialists Maud-Kelly Crapeau and Pierre Luc Gariépy to discuss the growing interest in private market co-investments and secondary investments. They highlight their shorter i
How retirement planning could change in the face of the Longevity Economy
As birth rates decline and our population ages, the ripple effects of this demographic transition are felt across all areas of our lives, from financial well-being, long-term health, caregiving, career trajectory and retirement planning. In our latest episode, Haleh Nazeri, Longevity Lead at the World Economic Forum, joins Mercer’s Global DB Segment Leader, Graham Pearce, to unpack the Longevity E
Constructing agile portfolios in Asia, Live from the Mercer Global Investment Forum in Hong Kong
Join us to explore some of the key challenges Asian allocators are facing in today's dynamic market. In this episode of Critical Thinking, live from the Mercer Global Investment Forum in Hong Kong, Mercer's Michael Lernihan, Adeline Tan, and Garvan McCarthy discuss how to build agile portfolios that can weather economic storms and capitalize on emerging trends. Opinions expressed are tho
Exploring Asia’s alternative investment evolution, live from the Mercer Global Investment Forum in Hong Kong
With diverse and often divergent economic backdrops among the region’s economies, as well as complex and evolving risks, navigating the Asian alternative investments landscape can require expertise and local knowledge. In our latest Critical Thinking podcast, recorded live from the Mercer Global Investment Forum in Hong Kong, Robert Ronneberger, Raelan Lambert and David Scopelliti explore what are
How can investors combine financial and non-financial objectives?
Values-aligned investing is becoming increasingly prevalent among asset owners, but the way in which investors incorporate these considerations into portfolios has evolved over time. In the latest episode of Critical Thinking, Marina Batliwalla, Senior Investment Consultant, is joined by Rich Dell, Mercer’s Global Head of Equities, and Tamara Larsen, Mercer’s US Values-Aligned & Sustainable In
Exploring the growth in private debt with Pengana Capital Group: insights from the Mercer Global Investment Forum in Melbourne
In our latest episode, recorded at the Mercer Global Investment Forum in Melbourne, Australia, Rebecca Jacques and David Scopelliti are joined by Pengana Capital Group’s CEO, Russel Pillemer to discuss both the challenges and opportunities in the fast-growing private debt space.They break down the historic drivers of growth in the asset class, and assess its development in Australia, a market in w
Captive insurance market insights: navigating the evolving landscape
Remarkable growth in the captive insurance space has been driven by a range of factors over the recent past – from an extended hard market to the expansion of risks requiring underwriting. In our latest episode of Critical Thinking, we dive into the world of captive insurers as William Gibbons is joined by Ellen Charnley, President of Marsh Captive Solutions, and Chris Tschida, Head of US Insuran
Unpacking the findings from the Mercer and Oliver Wyman 2024 global insurance investment survey
Join Amit Popat, Eryn Bacewich and Joshua Zwick as they unpack the findings from our Mercer and Oliver Wyman 2024 Global Insurance Investment Survey in the latest episode of Critical Thinking. They dive into the key investment themes, outlook and risks highlighted by the survey and assess the road ahead for insurance portfolios through the second half of the year.Read the full survey report here:
The changing nature of the US pensions landscape: insights from the Mercer Global Investment Forum in Nashville
Market volatility, higher rates and an ageing population are creating a complex and rapidly evolving landscape for US pensions.Rich Nuzum, Scott Jarboe and Kelly Henson help us unpack how these complex and converging risks are playing out across US defined benefit and defined contribution plans in the latest episode Critical Thinking recorded at the Mercer Global Investment Forum in Nashville.Opin
How are long-term investors navigating regime change? Insights from the Mercer Global Investment Forum in Nashville
Higher for longer interest rates are having profound effects on endowment and foundation portfolios across the US.The volatility this creates is making it more challenging to construct portfolios for the long-term and creating questions around liquidity management.Bill Burns and Meggan O'Shea join Texas Hemmaplardh in the latest episode of Critical Thinking recorded from the Mercer Global Inv
The search for “unicorns”: insights from the Mercer Global Investment Forum in Nashville
What goes into selecting the best hedge fund managers and when you find them how do you gain access to these “unicorn” managers that are often closed to new investors.Niall O’Sullivan and Dave McMillan join Raelan Lambert to explain Mercer’s approach in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashville. Opinions expressed are those of the speakers
Investing through a time of uncertainty: insights from the Mercer Global Investment Forum in Nashville
Amid market volatility, we believe agility as a driver and enhancer of performance – has become the key attribute in building portfolios.However, not all volatility warrants the same responsiveness. Olaolu Aganga and Jay Love join Marc Cordover in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashville to help us pick out the signal in all the noise. Opi
Alternative investments for Single Family Offices: trends, strategies, and sustainability
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.In this episode, Mercer's Michel Meert is joined by colleague Johnny Adji and Andrew Hunt from Marsh. Together, they delve into the world of alternative investments for Single Family Offices (SFOs), exploring
Exploring alternative investment opportunities for wealth managers
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.In this episode, Gregg Sommer is joined by colleagues Marieke de Roo and Casey Wamsley to discuss alternative investments in the wealth management space. Together they explore the democratization of private market
Leadership both on and off the field with Ireland rugby legend Ronan O'Gara
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.In this episode, Orla Aherne sits down with Ronan O'Gara, Head Coach at La Rochelle and former professional rugby player as he shares his insights, experiences, and lessons learned on and off the field.Togeth
Unlocking the power of Private Markets: insights from the Mercer Global Investment Forum, Dublin
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.Join us as Eimear Walsh, Head of Investments for Europe, takes you live to the Mercer Global Investment Forum in Dublin, where we dive deep into the world of Private Markets. The growth of private markets presents
Exploring agile portfolios with Generali: insights from the Mercer Global Investment Forum, Dublin
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.Recent market experiences have highlighted the importance for insurers to construct robust portfolios that not only support their primary business but also enable them to respond to evolving market risks and oppor
Navigating the Age of Agility: insights from the Mercer Global Investment Forum, Dublin
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.Join us as Mark McNulty, Europe Wealth Leader, takes you live to the Mercer Global Investment Forum in Dublin to discuss the theme for this year’s Forum "An Age of Agility." In this episode, Mark is joi
Investing in an era of misinformation: insights from the Mercer Global Investment Forum, Dublin
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.In this episode, our host Mark McNulty, Europe Wealth Leader, takes you live to the Mercer Global Investment Forum in Dublin. Together with Rich Nuzum and Jo Holden, they explore the impact of misinformation and d
Top considerations for Alternative investments in 2024
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.In this episode, Global Alternatives Leader Raelan Lambert is joined by three esteemed guests: Billy Charlton, who shares his thoughts on the private equity perspective; David Scopelliti, who provides insights on
Navigating the new normal: Endowment and Foundation investing in an evolving market
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.In this episode, Texas Hemmaplardh, US Not-for-Profit Investment Leader is joined by Olaolu Aganga, US Chief Investment Officer and Shane Brereton, Senior Investment Consultant, Australia to discuss the critical i
Recommended
Stand In The Circle
SLOW ENGLISH PODCAST (A1-A2) With Subtitles | Daily Videos | English With Us Podcast
Learn English A2 with Daily News | Simple English Listening Practice
پلی لیست | PlayList
Conspiracy Files with Paige Carter
Bad Friends
Learn 50 English Phrases While You Sleep | Everyday English Phrases & Vocabulary
This Past Weekend w/ Theo Von
Dateline NBC
Back to the 80s Radio
Crime Stories with Nancy Grace
Bible Tea
