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Critical thinking
Mercer
119 episodes
5 days ago
In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As one of the architects of the convergence between insurance capital and private credit, Marc offers his perspective on how this model is evolving and why it's becoming central to the future of long-term investing. The discussion also explores ...
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Investing
Business
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All content for Critical thinking is the property of Mercer and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As one of the architects of the convergence between insurance capital and private credit, Marc offers his perspective on how this model is evolving and why it's becoming central to the future of long-term investing. The discussion also explores ...
Show more...
Investing
Business
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Navigating markets: LDI and beyond
Critical thinking
14 minutes
1 month ago
Navigating markets: LDI and beyond
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...
Critical thinking
In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As one of the architects of the convergence between insurance capital and private credit, Marc offers his perspective on how this model is evolving and why it's becoming central to the future of long-term investing. The discussion also explores ...