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.


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 attractive source of income for investors. While rapid rate increases have left some with unrealized losses on existing fixed income allocations, Mercer is supporting those exploring increasingly diverse private markets investments that could offer access to higher durations and higher yields, or free up the liquidity to flex to market conditions as they evolve.


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

 © 2023 Mercer (US) LLC. All rights reserved.

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 landscape. They discuss market evolution and volatility and share insights into portfolio building and considerations for manager selection. Stay tuned to the end for rapid-fire surprise questions from David.


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

 © 2023 Mercer (US) LLC. All rights reserved.

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 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.

Transition, transformation and innovation are the three words top of mind when it comes to Impact Investing right now, but how can investors start to implement Impact Investing into their portfolios?

In this episode, Angelika Delen, Global Head of Impact Investing is joined by Silvia Ruprecht, Senior Policy Advisor at the Swiss Federal Office of Environment and Cara Williams Global, Head of ESG and Sustainability to explore. 

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

 © 2023 Mercer (US) LLC. All rights reserved.

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 rallied, but the market mood remains febrile. In our special podcast, Jo Holden, Mercer’s Global Head of Investment Research and Advisory, is joined by David Scopelliti, Global Head of Private Debt, and Rupert Watson, Head of Asset Allocation, to discuss the impact of SVB’s failure on private and public financial markets, and whether we believe the turmoil in the banking sector can be contained. Crucially, they explore the vital role of good governance in building resilient investment strategies able to weather an unpredictable future.

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.

 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

 © 2023 Mercer (US) LLC. All rights reserved.

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 Director at Mercer is joined by Hannah Marshall, who is responsible for CBRE IM's Pan-European Residential Impact Strategies and Anne Koeman-Sharapova who leads Mercer’s efforts in Real Estate investment and Due Diligence in Europe and the UK to discuss.


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.

 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

 © 2023 Mercer (US) LLC. All rights reserved.

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 managers are approaching this, Alexa Shanks, Head of Intermediary Relationships, Mercer UK is joined by Stephen Deane, Portfolio Manager and Partner at Skerryvore Asset Management and Terrance Jones, Manager Research, Mercer US to discuss.


Read the paper: https://insightcommunity.mercer.com/public/research/63ffece10580e800202ee5ea/Mercer_Diversity_Dressing_Progress_evaluation


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.

 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

 © 2023 Mercer (US) LLC. All rights reserved.

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.


In this episode, Andrew Lilley, Sustainable Investment Head, Continental Europe is joined by Kate Brett, Global Intellectual Capital Lead for Sustainable Investment and Sarika Goel, Head of Sustainable Investment Manager Research to explore the market developments and trends for nature as well as the possible actions for investors today.
 
Read the paper Nature alert - the next major environmental, social and governance (ESG) theme here: https://insightcommunity.mercer.com/public/research/638e8bb28ea0e2002136c5bf/Mercer_Nature_alert_the_next_major_environmental_social_and_governance_ESG_theme_1

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.

 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

 © 2023 Mercer (US) LLC. All rights reserved.

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 ended.

To make sense of it all, Rachel Volynsky, CIO of Canada and Global Chair of Equities is joined by Rupert Watson, Head of Asset Allocation, Europe and Cameron Systermans, Head of Asset Allocation, Asia.


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.

 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

 © 2023 Mercer (US) LLC. All rights reserved.

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 herein. No assurances are made as to the accuracy of those predictions or forward-looking statements.


2022 was not a year for bond investors - but with inflation beginning to roll over, a strong start to the year, and bonds now offering the levels of income we  haven’t seen in 20 years, 2023 looks far more optimistic.

Aisling Doherty, Senior Fixed Income Portfolio Manager at Mercer, is joined today by Ella Hoxha, Senior Investment Manager, Pictet Asset Management and Samantha Milner, Head of U.S. Liquid Credit, Ares Management to discuss the outlook across bond markets for the year ahead, and how best to position portfolios to potentially take advantage of current market opportunities.


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.

 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

 © 2023 Mercer (US) LLC. All rights reserved.

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 possible action points to help wealth managers around the world take the next step on their client and growth journey.

Read the survey findings here:  https://www.mercer.com/our-thinking/wealth/global-wealth-management-survey.html



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.

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.

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