Critical thinking

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 oppo...

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 j...

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...

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...

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...

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. Following the 2024 World Economic Forum in Davos, Pat Tomlinson, President at Mercer and Nick Studer, CEO of Oliver Wyman joined Amy Barnes, Head of Sustainability and Climate at Marsh, to unpack some of the key...

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 we explore the intersection of diversity, equity, and inclusion in supply chains and delve into the crucial role that DEI plays in shaping and transforming supply chains for the better. To discuss...

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 the year since the previous COP in Egypt there has been little progress made in scaling adaptation. To discuss, Amy Barnes, Head of Sustainability and Climate Change Strategy at Marsh is joined by James Crask...

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 Helga Birgden and Hill Gaston sat down with Debbie Fielder, Deputy Head of Clwyd Pension Fund to delve into the topic of transition.  Together, they explore the crucial role investors play in dr...

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. Our current long-term views on the world and the potential economic and social developments to watch out for fall into three themes:  Regime change — one-off, open-ended paradigm shifts in conditions Supercycles...

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.   Climate related risks are on the rise globally, with floods that were once considered one-in-200-year events occurring more frequently and impacting both advanced and developing economies.  In first episode in...

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 David Morrow is joined by Tamsin Coleman and Niall Clifford to delve into the world of private credit and its growing interest among insurance companies in today's dynamic financial landscape...

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, we delve into the world of Single Family Offices, each one a distinct entity with its own set of structures, objectives and internal dynamics. To explore, Paul Fleming is joined by Beth Johnson a...

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 an era where people are living longer than ever before, it's crucial for businesses, governments, and individuals to rethink their strategies for planning for the later stages of life. In this episode, we...

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 the spotlight is on wealth management, particularly portfolio construction. Conor Power is joined by Marieke de Roo and Rebecca Jacques to explore a fundamental question: How can wealth managers d...

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. Boutros Thiery and Stephanie Thomes speak to Chris Bewley about how rising rates have supported a pivot to fixed income for insurers. After a decade of searching for yield, the asset class is once again an attrac...

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. Mercer's Global Head of Private Debt, David Scopelliti is joined by Joe Abrams, Head of Private Debt, Europe, and Tamsin Coleman, Deputy Head of Private Debt, Europe to explore the current Private Debt lands...

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. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials a...

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. The collapse of Silicon Valley Bank (SVB) has unnerved investors across the world, boosting bond prices, knocking equities, and raising fears of contagion. Amid the uproar, Credit Suisse shares crashed then ralli...

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. Despite the challenging macroeconomic backdrop, there are potential opportunities within Real Estate to gain exposure to trends shaping the future such as affordable housing. Zeenat Patel, Alternative Investment...

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. Now, more than ever, investors are seeking to address systemic imbalances by increasing diversity within their organisations and boosting DEI with their investment portfolios.    To explore how both investors and...

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. We are proud to share our 50th episode of Critical thinking, Critical issues!  Nature as an ESG theme is rising into prominence and the link between nature and investors’ climate strategies is becoming clearer. I...

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. Certain of the information contained in this podcast constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated...

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. 2022 will go down in history as unpredictable and unprecedented. It started with a lot of optimism, then geopolitical unrest began, inflation took off, markets sold off and the era of cheap money effectively ende...

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. In this episode, Mercer colleagues and special guest Urs Bolt,  Product Manager in Digital Banking and Wealth Management, come together to discuss the key findings from the 2022 global wealth management investment survey as well as the p...