Episodes

  • Constructing agile portfolios in Asia, Live from the Mercer Global Investment Forum in Hong Kong
    Sep 24 2024

    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 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 does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


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    19 mins
  • Exploring Asia’s alternative investment evolution, live from the Mercer Global Investment Forum in Hong Kong
    Sep 23 2024

    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 local factors redefining the case for different alternative asset classes across Asia.


    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 does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


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    32 mins
  • How can investors combine financial and non-financial objectives?
    Aug 7 2024

    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 Investments Practice Leader, to discuss how approaches have changed.

    They explore how investors are addressing the challenges and capturing opportunities presented by values-aligned approaches, as well as how the thinking around sustainability has evolved from ESG ratings to encompass a much broader focus on stewardship, engagement, and impact.


    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 does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


    Read our full important notices - click here

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    20 mins
  • Exploring the growth in private debt with Pengana Capital Group: insights from the Mercer Global Investment Forum in Melbourne
    Jul 24 2024

    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 which opportunities to invest in private debt solutions have, historically, been more limited.



    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 does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


    Read our full important notices - click here

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    20 mins
  • Captive insurance market insights: navigating the evolving landscape
    Jul 10 2024

    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 Insurance at Mercer.

    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 does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


    Read our full important notices - click here

    Marsh is a business of Marsh McLennan.


    This document and any recommendations, analysis, or advice provided by Marsh (collectively, the “Marsh Analysis”) are not intended to be taken as advice regarding any individual situation and should not be relied upon as such. The information contained herein is based on sources we believe reliable, but we make no representation or warranty as to its accuracy. Marsh shall have no obligation to update the Marsh Analysis and shall have no liability to you or any other party arising out of this publication or any matter contained herein. Any statements concerning actuarial, tax, accounting, or legal matters are based solely on our experience as insurance brokers and risk consultants and are not to be relied upon as actuarial, tax, accounting, or legal advice, for which you should consult your own professional advisors. Any modeling, analytics, or projections are subject to inherent uncertainty, and the Marsh Analysis could be materially affected if any underlying assumptions, conditions, information, or factors are inaccurate or incomplete or should change. Marsh makes no representation or warranty concerning the application of policy wording or the financial condition or solvency of insurers or reinsurers. Marsh makes no assurances regarding the availability, cost, or terms of insurance coverage. Although Marsh may provide advice and recommendations, all decisions regarding the amount, type or terms of coverage are the ultimate responsibility of the insurance purchaser, who must decide on the specific coverage that is appropriate to its particular circumstances and financial position.


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    15 mins
  • Unpacking the findings from the Mercer and Oliver Wyman 2024 global insurance investment survey
    Jul 4 2024

    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: https://www.mercer.com/insights/investments/market-outlook-and-trends/Global-Insurance-Investment-Survey/


    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 does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


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    25 mins
  • The changing nature of the US pensions landscape: insights from the Mercer Global Investment Forum in Nashville
    Jun 12 2024

    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.


    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 does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


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    ead our full important notices - click here

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    22 mins
  • How are long-term investors navigating regime change? Insights from the Mercer Global Investment Forum in Nashville
    Jun 12 2024

    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 Investment Forum in Nashville, to discuss how these investors are navigating regime change.


    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 does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


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    ead our full important notices - click here

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    18 mins