Critical thinking
Critical thinking
Mercer, a Marsh business
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.
[Recorded in Dutch] A conversation with Mark Heemskerk
In the fifth episode of Wegwijs na Invaren, Roel Mehlkopf (Cardano) and Marc Heemskerk (Mercer) talk to pensions lawyer and professor, Mark Heemskerk, about an important and topical theme: pensions in court - particularly in relation to the new Dutch pensions system. Together they explore different scenarios and discuss: how realistic lawsuits are related to conversion, who could be held responsible (the pension fund, directors or other parties), and which issues could become decisive. ...
Jun 30
39 min
What opportunities and risks are shaping securitized credit markets today?
Global securitized credit has come a long way since the 2008 financial crisis. In this episode of Critical Thinking, Deborah Wardle speaks with Jean de Kock and Thimal Kollure about how the market has evolved, why it is attracting renewed investor interest, and what it may need to build an effective allocation today. This podcast contains statements on historical performance which may not be repeated in the future. Please note that returns on investments are not guaranteed. This content is fo...
Jun 23
19 min
1 Theme, 2 CIOs, 3 Questions: Geopolitics, AI, and the search for portfolio resilience
Recorded live at Mercer’s Global Investment Forum in Orlando, in this special edition of the One theme, Two CIOs, Three questions podcast Anne Marie Schultz, US Investments Commercial Leader is joined by US CIO Andrew McDougall and Global Alternatives CIO Garvan McCarthy on the key issues shaping investor decisions today. From geopolitical and energy risk to AI-driven growth, private markets liquidity, and portfolio resilience, they discuss what institutional investors may be underestimating ...
Jun 15
20 min
[Recorded in Dutch] A conversation with Jeroen Steenvoorden
In the fourth episode of Wegwijs na Invaren, Roel Mehlkopf (Cardano) and Marc Heemskerk (Mercer) speak with Jeroen Steenvoorden, the Dutch national pension ombudsman, about what he is seeing in practice and what challenges participants face. Together they discuss common topics and patterns in complaints and the balance between the letter and the intent of pension schemes. They also look ahead to what the new pension system may mean for the pension ombudsman and for the practice of pensi...
Jun 10
37 min
[Recorded in Dutch] A conversation with Agnes Joseph
In this episode of Wegwijs na Invaren, Roel Mehlkopf and Marc Heemskerk speak with Agnes Joseph about her time in the Dutch Parliament and her involvement in the pension debate. What insights can be drawn from that period, and how does she now view the new pension system? They also look ahead. What does a society in which people are living longer, and may spend 30 years or more in retirement, mean for pensions? Is the current system sufficiently equipped for this, or are further adjustments n...
May 20
35 min
[Recorded in Dutch] A conversation with Michael Visser, Nibud
In this episode of our Dutch podcast, Wegwijs na Invaren, Roel Mehlkopf, Pension Fund Adviser at Cardano Netherlands, and Marc Heemskerk, Actuarial Consultant at Mercer, talk with Michael Visser from Nationaal Instituut voor Budgetvoorlichting (Nibud) about purchasing power around retirement and the lessons that can be drawn for the transition to the new pension system. Together, they discuss how spending patterns may change as people approach and move through retirement, and what this ...
Apr 29
42 min
The rest is investments – A conversation with Dominic Sandbrook
In this episode of Critical Thinking, Mercer’s Commercial Leader for UK Investments, Dan Melley, is joined by historian and "The Rest Is History" podcast co-host Dominic Sandbrook to explore what today’s investors can learn from some of history’s most influential financiers. Central to the discussion is the interplay among finance, power, and innovation. Across periods and personalities, a consistent set of lessons emerges: successful investors reinvest and adapt, while proximity to politica...
Apr 28
25 min
Unlocking the value of data with AI - Our journey to date
In this episode of Critical thinking, Byron Evans speaks with Rob Ansari and Bev Sharp about unlocking the value of data with AI. They share real examples – from using internal AI tools to streamline manager research to building capital‑flow forecasting – and the lessons learned on data readiness, governance and change management. This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and...
Apr 15
13 min
From banks to assets: How asset-backed finance is rewriting credit markets
In this episode of Critical Thinking, Amit Popat is joined by Andreas Vermeiren and Huw van Steenis to explore the rapid rise of asset-backed finance (ABF) and its role in modern portfolios. The discussion examines the drivers behind ABF’s recent momentum, as banks retrench and institutional investors, particularly insurers, seek long-duration, stable cash flows. It also highlights the growing role of non-bank capital and the increasing importance of selectivity as the asset class scale...
Apr 10
15 min
[Recorded in Dutch] A conversation with Jacob Schoenmaker, financial journalist
In this first episode of our Dutch Podcast Wegwijs na Invaren, Roel Mehlkopf, Pension Fund Advisor, Cardano Netherlands, and Marc Heemskerk, Actuarial Consultant at Mercer, speak with financial journalist Jacob Schoenmaker to explore how the media is covering the Netherlands’ transition to the new pension system. They unpack the narratives that tend to surface in reporting – including the often‑mentioned “casino pensioen” – and the impressions left by newspaper headlines, TV segments and radi...
Apr 8
39 min
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