Critical thinking
Episodes
A perfect storm for active management?
30 Jun 2022
Contributed by Lukas
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...
Recession fears are high but what does it mean for equity markets?
14 Jun 2022
Contributed by Lukas
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...
Behind the scenes with Rich Nuzum at Davos
08 Jun 2022
Contributed by Lukas
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...
Private markets and the $1tn data question
31 May 2022
Contributed by Lukas
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...
Hedge funds: the comeback kid?
11 May 2022
Contributed by Lukas
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...
Deep Impact: going beyond ESG considerations
25 Apr 2022
Contributed by Lukas
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...
Making waves: A spotlight on water scarcity
20 Apr 2022
Contributed by Lukas
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...
Russia - Ukraine: Is stagflation inevitable?
31 Mar 2022
Contributed by Lukas
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...
New ideas to help you navigate the investment environment right now
21 Mar 2022
Contributed by Lukas
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...
Gold and Bitcoin - birds of a feather or chalk and cheese?
16 Mar 2022
Contributed by Lukas
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...
Russia and Ukraine. What are the possible implications for markets?
02 Mar 2022
Contributed by Lukas
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...
The Resource Code - with Impax Asset Management
25 Feb 2022
Contributed by Lukas
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...
Top considerations for financial intermediaries in 2022
21 Feb 2022
Contributed by Lukas
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...
Top considerations for endowments and foundations in 2022
26 Jan 2022
Contributed by Lukas
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...
Part 2: Persuasion - The Art of Sustainable Investment with Dr. Sweta Chakraborty
24 Jan 2022
Contributed by Lukas
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...
Part 1: Persuasion - The Art of Sustainable Investment with Dr. Sweta Chakraborty
07 Dec 2021
Contributed by Lukas
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...
Economic and market outlook 2022
22 Nov 2021
Contributed by Lukas
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...
Get ready for the metamorphosis - themes and opportunities 2022
22 Nov 2021
Contributed by Lukas
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...
The Big Debate!
20 Sep 2021
Contributed by Lukas
US Interest rates: where to from here? With the Fed likely to start tapering their bond purchases this year, attention will soon turn to when they wi...
Curiosity vs conviction- diversity, equity and inclusion
31 Aug 2021
Contributed by Lukas
How do investors move from curiosity to conviction when it comes to increasing diversity in their portfolios?In this episode, Bob L Greene, President ...
Net zero or fake zero?
16 Aug 2021
Contributed by Lukas
Institutional investors, in growing numbers, are announcing their aims to reduce portfolio emissions to net-zero, with almost half of global assets es...
Cryptoassets - mania or marvel?
27 Jul 2021
Contributed by Lukas
In this episode, Rupert is joined by colleagues Elizabeth Paine and Matt Scott to discuss developments in the world of cryptoassets and the wider digi...
What's going on in equity markets?
28 Jun 2021
Contributed by Lukas
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...
Transformational investing
14 Jun 2021
Contributed by Lukas
Global systemic risks could significantly influence investor returns and long-term objectives in both positive and negative ways. Investors should und...
Diversity, Equity and Inclusion
24 May 2021
Contributed by Lukas
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...
The rise of China?
27 Apr 2021
Contributed by Lukas
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 ...
Reflation looms? Are you ready?
24 Mar 2021
Contributed by Lukas
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, e...
Biden, Brexit and Bitcoin....
23 Feb 2021
Contributed by Lukas
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 cl...