Critical thinking

Critical thinking

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Critical thinking episodes

  • Cryptoassets - mania or marvel?

    In this episode, Rupert is joined by colleagues Elizabeth Paine and Matt Scott to discuss developments in the world of cryptoassets and the wider digital ecosystem they underpin including decentralized finance.
     
    Whilst it is tempting to dismiss most or all of the thousands of cryptoassets and their use cases as being part of a very old story, the get rich quick scheme, Matt and Lizzie will attempt to convince Rupert that there may indeed be some flowers on the dungheap.
     

    As well as discussing the potential for upside in these assets, they will also discuss recent challenges to cryptoassets, including regulatory action and responsible investment concerns.

    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. Investing in cryptocurrency carries significant risks that should be considered prior to investing. Opinions expressed are those of the speaker as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer’s opinions. Statistics quoted have not been specifically verified by Mercer and are likely to change given the volatility of the cryptocurrency markets.

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    28 min
  • What's going on in equity markets?

    Equities have come a long way over the last 15 months with some non-tech companies at last outperforming popular technology names. Rupert Watson, will be chatting with Larry Vasquez and Jan-Hein van den Akker, about whether this will continue and discuss the implications of recent signs of inflation and the possibility of higher bond yields over the next few years.

    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
  • Transformational investing

    Global systemic risks could significantly influence investor returns and long-term objectives in both positive and negative ways. Investors should understand what these risks are, along with the opportunities they may also bring, and implement an efficient strategy to integrate them into their portfolios.

    Join our guest speakers, as they discuss their findings from our recent white paper - Trendsetters: Transformational Investment Practices of Advanced Investors, and how we developed a framework for addressing global systemic trends that investors can use to benchmark their progress against their peers.

    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.

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    20 min
  • Diversity, Equity and Inclusion

    The focus on diversity, equity and inclusion within the workplace has been increasing for several years but has been accelerated by Covid. Hear why it is important, how we include it in our managers research and how each of us as individuals can make a difference

    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

    24 min
  • The rise of China?

    The Chinese economy is now entering into a new phase of development that we believe will help it become a moderately prosperous nation by 2035 and to achieve full modernisation by 2050. We assess the opportunities and challenges of this transition and explore what this means for global investors and capital 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

    25 min
  • Reflation looms? Are you ready?

    Inflation fears are rising.  After 10 years of inflation being too low that might actually be good news.  But what are the implications for bonds, equities and portfolio construction more generally?

    Niall O’Sullivan (EMEA & Asia CIO) and Nick White (Global Strategic Research Director) join Rupert Watson to discuss their views on the topic on every investor’s lips.

    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

    29 min
  • Biden, Brexit and Bitcoin....

    Join Rupert Watson and Susan McDermott as they discuss the transition from the Trump to the Biden administration and what effect this might have on climate change and the china/US relationship. They’ll share their views on whether they see opportunities in bitcoin and china in addition to sharing Mercer’s latest house views and what this means for markets more broadly.

    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

    23 min

About Critical thinking

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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. 

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