Critical thinking

Critical thinking

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Critical thinking episodes

  • The Davos debrief: Reflections from Amy Barnes, Nick Studer and Pat Tomlinson

    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.

    Following the 2024 World Economic Forum in Davos, Pat Tomlinson, President at Mercer and Nick Studer, CEO of Oliver Wyman joined Amy Barnes, Head of Sustainability and Climate at Marsh, to unpack some of the key themes emerging on the ground. 

    They discuss why companies need to be more competitive in a more muted growth environment; how health access has become a priority topic for an increasing number of employers; and why companies need to think more about political risks going into 2024.

     
    You can find all the reports mentioned in this podcast at Marsh McLennan’s website at www.marshmclennan.com.

    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

     © 2024 Mercer (US) LLC. All rights reserved.

    22 min
  • Driving change: DEI insights for a diverse supply chain

    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.

    In this episode we explore the intersection of diversity, equity, and inclusion in supply chains and delve into the crucial role that DEI plays in shaping and transforming supply chains for the better. To discuss, Cara Williams, Global ESG and Sustainability Leader for Mercer is joined by Kevin Davidson, Director, Esprit de Corps Consulting Ltd., Phil Styles, Diversity Supply Chain Leader, Mercer and James Crask, Head of Strategic Risk Consulting & Supply Chain Risk Advisory Leader, Marsh. Together they explore the challenges, opportunities, and best practices for creating inclusive and sustainable supply chains that can benefit both businesses and communities.

    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.

    R
    ead our full important notices - click here

     © 2024 Mercer (US) LLC. All rights reserved.

    19 min
  • Climate adaptation: Building resilience in a changing world with Marsh and Oliver Wyman

    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.


    In the year since the previous COP in Egypt there has been little progress made in scaling adaptation.

    To discuss, Amy Barnes, Head of Sustainability and Climate Change Strategy at Marsh is joined by James Crask Head of Strategic Risk Consulting at Marsh UK and Rob Bailey, Partner at Oliver Wyman, specializing in climate and sustainability.

    Together they share insights into navigating the challenges and seizing possible opportunities presented by climate change. Also exploring how organizations can both build and embrace resilience by anticipating potential disruptions, quantifying risks, and developing response plans.


    For more information about Marsh McLennan’s presence at COP28, contact the team at [email protected] or visit  https://www.marshmclennan.com/pages/COP28.html

    Mercer is proud of its ESG commitments, which are reported by Marsh McLennan, as well as its responsible investment policy and TCFD report. 

    For further information, please visit www.mercer.com/investing-sustainably or www.marshmclennan.com/about/esg.html 

    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.


    R
    ead our full important notices - click here

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

    18 min
  • Driving change: The role of investors in climate transition with Clwyd Pension Fund

    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.
     

    In this episode Helga Birgden and Hill Gaston sat down with Debbie Fielder, Deputy Head of Clwyd Pension Fund to delve into the topic of transition. 

    Together, they explore the crucial role investors play in driving the transition to a net-zero economy and how they can effectively manage investment risks, seize opportunities, and seek to mitigate the impacts of climate change.

    For more information about Marsh McLennan’s presence at COP28, contact the team at [email protected] or visit  https://www.marshmclennan.com/pages/COP28.html

    Mercer is proud of its ESG commitments, which are reported by Marsh McLennan, as well as its responsible investment policy and TCFD report. 

    For further information, please visit www.mercer.com/investing-sustainably or www.marshmclennan.com/about/esg.html 

    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.


    R
    ead our full important notices - click here

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



    24 min
  • Themes and opportunities 2024: An age of agility

    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.

    Our current long-term views on the world and the potential economic and social developments to watch out for fall into three themes: 

    • Regime change — one-off, open-ended paradigm shifts in conditions
    • Supercycles — conditions expected to outlast multiple market cycles
    • Megatrends — multidecade transitions that are gradually but steadily materializing

    In this episode, Jo Holden sits down with Nick White and Matt Scot to explore the themes and opportunities we believe investors should consider in 2024 and beyond.

    Read the full report here: https://www.mercer.com/insights/investments/market-outlook-and-trends/themes-and-opportunities/

    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.


    R
    ead our full important notices - click here

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

    17 min
  • Navigating climate risks in today's economy with Guy Carpenter and Oliver Wyman

    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.
     

    Climate related risks are on the rise globally, with floods that were once considered one-in-200-year events occurring more frequently and impacting both advanced and developing economies. 

    In first episode in our COP28 series, Andrew Bailey, Principal in Oliver Wyman's Government and Public Institutions practice sat down with Julian Enoizi, Chief Executive Officer of Guy Carpenter Europe. Together, they delve into the evolving challenges posed by climate change and explore the potential measures that both the public and private sector can take to address these issues.

    For more information about Marsh McLennan’s presence at COP28, contact the team at [email protected] or visit  https://www.marshmclennan.com/pages/COP28.html

    Mercer is proud of its ESG commitments, which are reported by Marsh McLennan, as well as its responsible investment policy and TCFD report. 

    For further information, please visit www.mercer.com/investing-sustainably or www.marshmclennan.com/about/esg.html 

    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.


    R
    ead our full important notices - click here

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

    25 min
  • What role can Private Credit play for insurers in the current environment?

    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.


    In this episode David Morrow is joined by Tamsin Coleman and Niall Clifford to delve into the world of private credit and its growing interest among insurance companies in today's dynamic financial landscape.

    Throughout, they explore the latest developments in the private credit market, discussing the potential opportunities for insurers within this asset class while also addressing the potential challenges they may face, including navigating regulatory intricacies, tackling operational complexities and integrating ESG principles.


    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.


    R
    ead our full important notices - click here

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

    21 min
  • Managing legacy: Exploring Single Family Office strategies

    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.

    In this episode, we delve into the world of Single Family Offices, each one a distinct entity with its own set of structures, objectives and internal dynamics. To explore, Paul Fleming is joined by Beth Johnson and Michel Meert, as they shed light on the challenges and opportunities that currently define the Single Family Office landscape.

    The discussion includes the role of governance, succession planning and the ever-evolving landscape of long-term investment trends, including the adoption of  impact-driven strategies.

    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.


    R
    ead our full important notices - click here

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

    20 min
  • Navigating the longevity economy

    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.

    In an era where people are living longer than ever before, it's crucial for businesses, governments, and individuals to rethink their strategies for planning for the later stages of life.

    In this episode, we'll be delving into the concept of the longevity economy looking at three fundamental pillars: quality of life, purpose, and financial resilience, presented in the recent report "Living Longer, Better: Understanding Longevity Literacy," a collaborative effort between the World Economic Forum and Mercer. 

    To explore these insights, Graham Pearce is joined by Ramsey Alwin, President and CEO, the National Council on Aging, Haleh Nazeri, Longevity Lead at the World Economic Forum and Lin Shi, Global Consultant at Mercer seconded as a fellow to WEF. 

    Read the full report: https://www.weforum.org/reports/living-longer-better-understanding-longevity-literacy/

    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.

    R
    ead our full important notices - click here

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



    39 min
  • How can wealth managers build resilient portfolios to overcome today's challenges?

    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.

    In this episode the spotlight is on wealth management, particularly portfolio construction. Conor Power is joined by Marieke de Roo and Rebecca Jacques to explore a fundamental question: How can wealth managers design portfolios that yield better results for their clients? Amid this exploration, a key theme emerges: resilience. While unconventional in portfolio discussions, recent years have seen a cascade of crises—from pandemics to inflation and geopolitical unrest. With this backdrop, we hold a core belief: imminent uncertainties demand preparedness. Wealth managers who infuse resilience into portfolios can navigate risks and seize opportunities ahead, listen to the full episode to find out how.

    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.


    R
    ead our full important notices - click here

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

    24 min

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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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