Critical thinking
Critical thinking
Mercer, a Marsh business
Navigating markets: LDI and beyond
14 minutes Posted Nov 17, 2025 at 9:00 am.
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Show notes
Over the past five years, we've seen vast changes in interest rate and inflation levels globally, making it important for investors to understand what is driving market dynamics and the impact on portfolio execution and risk management. In this episode of Critical Thinking, Mercer’s UK Head of Investments Helen Hope is joined by US LDI Investments Leader, Brett Dutton and Dan Cunnington, Head of LDI Solutions UK and EMEA, to unpack what the change in bond yields could mean for investors and n...