Critical thinking – Détails, épisodes et analyse

In this episode of Critical thinking, Cara Williams, Senior Partner and Global ESG and Sustainability Leader at Mercer, is joined by Lovey Sidhu, Sustainable Investment Specialist in Mercer's Global Strategic Research Team, and Daniel Klier, CEO of South Pole, to explore the dynamic challenges and potential opportunities in the evolving carbon market.


The discussion addresses the elements needed for carbon markets to function effectively, the importance of identifying high-quality projects, and the outlook on carbon markets as they mobilize private capital for climate action over the coming years.


Citations:
European Commission. What is the EU ETS? 2024.
Reuters. Voluntary carbon markets set to become at least five times bigger by 2030, January 2023.
Mc Kinsey. A blueprint for scaling voluntary carbon markets to meet the climate challenge, January 2021.
Bloomberg. New energy finance on future demand scenarios, February 2024.


This content is for institutional investors and for 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 situation. 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 the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.
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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Navigating the challenges of modern pension provision requires employers to effectively communicate and implement changes in pension plans while keeping employees' best interests at heart.

In this episode hosted by Mercer's Tej Patel, Fiona Brown shares her own views on the evolving landscape of employer retirement offerings, based on her decades-long experience in the sector, most recently at Rolls Royce. Key insights include redesigning plans to make them future-fit, ensuring employees feel financially secure as they plan for retirement, and the role of employers in fostering trust.

This content is for institutional investors and for 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 situation. 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 the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.

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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In our latest episode, recorded at the Mercer Global Investment Forum in Melbourne, Australia, Rebecca Jacques and David Scopelliti are joined by Pengana Capital Group’s CEO, Russel Pillemer to discuss both the challenges and opportunities in the fast-growing private debt space.

They break down the historic drivers of growth in the asset class, and assess its development in Australia, a market in which opportunities to invest in private debt solutions have, historically, been more limited.  

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 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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Remarkable growth in the captive insurance space has been driven by a range of factors over the recent past  – from an extended hard market to the expansion of risks requiring underwriting.

In our latest episode of Critical Thinking, we dive into the world of captive insurers as William Gibbons is joined by Ellen Charnley, President of Marsh Captive Solutions, and Chris Tschida, Head of US Insurance at Mercer.

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 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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This document and any recommendations, analysis, or advice provided by Marsh (collectively, the “Marsh Analysis”) are not intended to be taken as advice regarding any individual situation and should not be relied upon as such. The information contained herein is based on sources we believe reliable, but we make no representation or warranty as to its accuracy. Marsh shall have no obligation to update the Marsh Analysis and shall have no liability to you or any other party arising out of this publication or any matter contained herein. Any statements concerning actuarial, tax, accounting, or legal matters are based solely on our experience as insurance brokers and risk consultants and are not to be relied upon as actuarial, tax, accounting, or legal advice, for which you should consult your own professional advisors. Any modeling, analytics, or projections are subject to inherent uncertainty, and the Marsh Analysis could be materially affected if any underlying assumptions, conditions, information, or factors are inaccurate or incomplete or should change. Marsh makes no representation or warranty concerning the application of policy wording or the financial condition or solvency of insurers or reinsurers. Marsh makes no assurances regarding the availability, cost, or terms of insurance coverage. Although Marsh may provide advice and recommendations, all decisions regarding the amount, type or terms of coverage are the ultimate responsibility of the insurance purchaser, who must decide on the specific coverage that is appropriate to its particular circumstances and financial position.

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Join Amit Popat, Eryn Bacewich and Joshua Zwick as they unpack the findings from our Mercer and Oliver Wyman 2024 Global Insurance Investment Survey in the latest episode of Critical Thinking. 

They dive into the key investment themes, outlook and risks highlighted by the survey and assess the road ahead for insurance portfolios through the second half of the year.


Read the full survey report here: https://www.mercer.com/insights/investments/market-outlook-and-trends/Global-Insurance-Investment-Survey/


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 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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Market volatility, higher rates and an ageing population are creating a complex and rapidly evolving landscape for US pensions.

Rich Nuzum, Scott Jarboe and Kelly Henson help us unpack how these complex and converging risks are playing out across US defined benefit and defined contribution plans in the latest episode Critical Thinking recorded at the Mercer Global Investment Forum in Nashville.


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 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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Higher for longer interest rates are having profound effects on endowment and foundation portfolios across the US.

The volatility this creates is making it more challenging to construct portfolios for the long-term and creating questions around liquidity management.

Bill Burns and Meggan O'Shea join Texas Hemmaplardh in the latest episode of Critical Thinking recorded from the Mercer Global Investment Forum in Nashville, to discuss how these investors are navigating regime change.


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 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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What goes into selecting the best hedge fund managers and when you find them how do you gain access to these “unicorn” managers that are often closed to new investors.

Niall O’Sullivan and Dave McMillan join Raelan Lambert to explain Mercer’s approach in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashville. 

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 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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Amid market volatility, we believe agility as a driver and enhancer of performance – has become the key attribute in building portfolios.

However, not all volatility warrants the same responsiveness. Olaolu Aganga and Jay Love join Marc Cordover in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashville to help us pick out the signal in all the noise. 

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 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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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, Mercer's Michel Meert is joined by colleague Johnny Adji and Andrew Hunt from Marsh. Together, they delve into the world of alternative investments for Single Family Offices (SFOs), exploring the latest trends and strategies that are shaping this dynamic landscape.

During their discussion, they shed light on the strategic asset allocation of long-term investors, providing insights into how SFOs can navigate private markets, including the ever-evolving realm of private equity. They emphasize the role of diversification in investment portfolios and share thoughts on managing risk in private equity investments.

They also explore the growing emphasis on sustainability among the new generations within these families and highlight how private markets have potential when implementing sustainability strategies.

Listen to the full episode to discover more.

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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