Critical thinking Mercer

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. &nb...

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 conditi...

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-Inves...

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 expre...

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, ...

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 based on market conditions as of the date of recording, are subject to change without notice...