
Critical thinking
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.
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. 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.
Podcasting since 2021 • 111 episodes
Critical thinking
Latest Episodes
Janet Yellen on Economic Resilience, Global Stability, and the Path Ahead
In this milestone 100th episode of Critical Thinking, U.S. Treasury Secretary Dr. Janet Yellen joins Mercer’s Niall O’Sullivan for a wide-ranging conversation on the forces reshaping the global economy. From inflation and interest rate...
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19:41

International CIO Perspectives
In this podcast episode, Mercer’s U.S. CIO Olaolu Aganga sits down with fellow Mercer CIOs Christine Tessier, Garvan McCarthy, and Kylie Willment. Together, they tackle a big question swirling in markets today: Is the U.S. still the top spot fo...
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20:51

Cross-border governance
What does investment governance look like when success is defined by more than just returns? In this episode, Andy Farrington, Mercer's Multinational Investments Leader, is joined by Lee House of ABB’s Group Pension Management Team and Deborah ...
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16:04

Real assets and Asia-Pacific: Global diversification and regional opportunity
In this episode, Jo Holden is joined by Alan Synott and Robert Ronneberger to explore the evolving real assets landscape.They discuss where we are in the real assets cycle, the case for global diversification, opportunities and challenge...
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12:42

The Total Return Conundrum — Rethinking Portfolio Strategy for Endowments and Foundations
In this episode of Critical Thinking, Anubhuti Gupta and Adeline Tan tackle one of the most pressing challenges facing endowments and foundations: delivering sustainable returns amid rising market concentration, volatility, and lower future exp...
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20:51
