Critical thinking, critical issues

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, Orla Aherne sits down with Ronan O'Gara, Head Coach at La Rochelle and former professional rugby player as he shares his insights, experiences, and lessons learned on and off the field.Together with Mercer’s Michael Lernihan, they share their perspectives on leadership, teamwork and achieving success in a competitive environment. 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

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.Join us as Eimear Walsh, Head of Investments for Europe, takes you live to the Mercer Global Investment Forum in Dublin, where we dive deep into the world of Private Markets. The growth of private markets presents a multitude of possibilities, but success can hinge on adaptability and the ability to seize the right opportunities. Navigating this arena requires agility, a keen eye for identifying the most promising prospects and the ability to thrive in a competitive environment. In this episode, Eimear is joined by Mercer colleagues David Scopelliti and Michael Butler and together, they walk us through the opportunities in the private markets landscape and what it means for different types of investors. 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 © 2024 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.Recent market experiences have highlighted the importance for insurers to construct robust portfolios that not only support their primary business but also enable them to respond to evolving market risks and opportunities. In this episode, Marieke de Roo is joined by Francesco Martorana, Chief Investment Officer at Generali and Mercer colleague David Morrow live from the Global Investment Forum in Dublin. Together they unpack what it means to build agile portfolios in today's insurance landscape and discuss how insurers can navigate the ever-changing market dynamics and seize potential 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.Read our full important notices - click here © 2024 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.Join us as Mark McNulty, Europe Wealth Leader, takes you live to the Mercer Global Investment Forum in Dublin to discuss the theme for this year’s Forum "An Age of Agility." In this episode,  Mark is joined by Mercer colleagues, Garvan McCarthy and Jo Holden to explore the key findings from our recent Themes and Opportunities 2024 report and  discuss the strategies and insights that could help investors in this age of agility. 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 © 2024 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.In this episode, our host Mark McNulty, Europe Wealth Leader, takes you live to the Mercer Global Investment Forum in Dublin. Together with Rich Nuzum and Jo Holden, they explore the impact of misinformation and disinformation on the investment landscape. Misinformation was identified as the number one risk in the World Economic Forum's Global Risks Report*, making it a topic that demands our attention. Join us as we delve into the challenges of quantifying and assessing these risks in the investment sphere, especially in the face of rapidly evolving information flow and the integration of AI in investment processes.*https://www.weforum.org/publications/global-risks-report-2024/ 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 © 2024 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.In this episode, Global Alternatives Leader Raelan Lambert is joined by three esteemed guests: Billy Charlton, who shares his thoughts on the private equity perspective; David Scopelliti, who provides insights on private debt; and Dave McMillan, who discusses the implementation of hedge funds in portfolios. Together, they offer an overview of the Alternative investment landscape and discuss the top considerations for investors in 2024.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 © 2024 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.In this episode, Texas Hemmaplardh, US Not-for-Profit Investment Leader is joined by Olaolu Aganga, US Chief Investment Officer and Shane Brereton, Senior Investment Consultant, Australia to discuss the critical issues facing Endowment and Foundation (E&F) investors around the world and share practical takeaways for E&Fs navigating the ever-changing investment landscape. Together they also explore the challenges and opportunities that arise from the dynamic nature of long-term investing, including the impact of inflation on long-term investments, the role of private and unlisted assets in portfolio diversification and aligning investment objectives with changing market conditions.  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 © 2024 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.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.Read our full important notices - click here © 2024 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.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.Read our full important notices - click here © 2024 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.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 mercerinvestmentsolutions@mercer.com or visit  https://www.marshmclennan.com/pages/COP28.htmlMercer 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.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. 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 mercerinvestmentsolutions@mercer.com or visit  https://www.marshmclennan.com/pages/COP28.htmlMercer 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.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.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 conditionsSupercycles — conditions expected to outlast multiple market cyclesMegatrends — multidecade transitions that are gradually but steadily materializingIn 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.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. 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 mercerinvestmentsolutions@mercer.com or visit  https://www.marshmclennan.com/pages/COP28.htmlMercer 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.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.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.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.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.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.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.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.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.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.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.