27 episodes

Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors.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 are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser. 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.

Critical thinking, critical issues Mercer

    • Business
    • 5.0 • 2 Ratings

Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors.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 are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser. 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.

    Recession fears are high but what does it mean for equity markets?

    Recession fears are high but what does it mean for equity markets?

    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.

    Join Rupert Watson, Head of Asset Allocation Europe and Rachel Volynsky, CIO Canada as they discuss the outlook for equities after significant falls this year.

    The FED has faced criticism for being too slow to tighten financial conditions, and to not notice or appreciate what was happening to inflation. With a recession seeming inevitable for many, Rupert and Rachel discuss whether they think we are heading for a recession, but importantly whether it will be a deep or mild recession. With Equity markets having corrected this year and signalling a return towards fundamental valuations, we ask is there more to go and will the FED intervene? Where can investors look for opportunities across developed markets, China and more broadly emerging markets.

    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 are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.

     Read our full important notices - click here

    • 22 min
    Behind the scenes with Rich Nuzum at Davos

    Behind the scenes with Rich Nuzum at Davos

    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.

    Rich Nuzum, President of Investments & Retirement, Mercer discusses his perspectives coming away from Davos with International Head of Clients, Mark McNulty.  Listen as Rich shares learnings and new ideas from meeting CEOs, governments, philanthropists, venture capitalists and entrepreneurs that could help tackle some of the world's biggest challenges.
     
    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 are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.

    ESG investing refers to environmental, social, and governance considerations that may have a material impact on financial performance, and therefore are taken into account, alongside other economic and financial metrics, in assessing the risk and return potential of an investment. Thematic investing involves investing with a goal, at least in part, to achieve an impact on an environmental, social, or governance issue, alongside generating return and mitigating risk. As always, the decision whether to invest in ESG-themed options, like all options, must be made pursuant to a prudent process with the objective of advancing the financial interest of the plan and its participants.

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    • 39 min
    Private markets and the $1tn data question

    Private markets and the $1tn data question

    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, Amy Ridge is joined by Dr Ashby Monk, research director at Stanford University’s Long-Term Investing initiative, and Billy Charlton, Mercer’s global head of private markets data analytics & research, to discuss some of the biggest issues around private markets and what institutional investors should consider before putting their capital to work.

    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 are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.

    Reference to private markets raising $1.2trillion is sourced from Bain and company global private equity report 2022

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    • 38 min
    Hedge funds: the comeback kid?

    Hedge funds: the comeback kid?

    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.

    The level of portfolio protection from high-quality debt instruments that generations of investors have relied with the 60/40 portfolio has been challenged. Investors need more tools in the toolkit. Gold and some currencies can protect well, but are subject to idiosyncratic risks and are noncontractual; their protective capacities are essentially market conventions or rules of thumb.


    Given the need to manage a range of exposures dynamically, we ask is there is a role for hedge fund strategies, which may be better equipped at managing through a transitionary period.


     In this episode, Deborah Wardle is joined by Dave McMillan and Dr Sushil Wadhwani, Chief Investment Officer at PGIM Wadhwani to discuss some of the key questions surrounding the current hedge fund investing landscape and in doing so, look to answer the question of whether hedge funds are staging a comeback.

    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 are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.

     Read our full important notices - click here

    • 36 min
    Deep Impact: going beyond ESG considerations

    Deep Impact: going beyond ESG considerations

    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, Angelika Delen is joined by impact investing expert Charly Kleissner, PhD to discuss the difference between impact and deep impact investing, the importance of transparency and how investors need to work together to change finance as opposed to just financing change.
    Charly Kleissner is an impact investor. He believes that the real meaning of wealth is to make a positive contribution to humanity and the planet. He is a leader of the deep impact movement which is not only treating the symptoms of our failing economic system, but its root causes – with a level of awareness and consciousness that is non-anthropocentric. He sees impact investing not as an intellectual exercise, but as an expression of who he really is.
    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 are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.

      Read our full important notices - click here

    • 19 min
    Making waves: A spotlight on water scarcity

    Making waves: A spotlight on water scarcity

    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.

    Why is water, essential to life on earth, not more central to investors’ decision making?
    In this episode dedicated to Earth Day, Mark Longbottom is joined by Helga Birgden and John Elmore-Jones to discuss their latest research into the importance of water, as a critical resource, when considering investments. They explore why investment into protecting water as core to people and the environment needs an urgent reset, and they outline what approaches investors can take to address the risks of overlooking the importance of investing in our planet.
    Mercer has recently been working in partnership with the Valuing Water Initiative, CDP and the Water Footprint Network on a project to increase water-related transparency and awareness among financial institutions.

    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 are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.

      Read our full important notices - click here

    • 21 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

Stephen oppptyy ,

Brilliant podcast

The podcast covers some of the most pressing issues in capital markets, geo politics and society. Rupert and his guests provide deep insights into these topics! Look forward to the next one.

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