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Critical thinking

Mercer, a Marsh business
Private Markets
Private Equity
Alternative Investments
Portfolio Construction
Private Credit
Private Debt
Market Volatility
Hedge Funds
Investment Strategies
Interest Rates
Investment Governance
Diversification
Infrastructure
Mercer Global Investment Forum
Real Estate
Inflation
Real Assets
Carbon Markets
Operational Due Diligence
Mercer

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 ... more

PublishesTwice monthlyEpisodes135Founded5 years ago
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InvestingBusiness

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Latest Episodes

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. 

Togeth... more

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 t... more

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... more

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 mos... more

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Recent Guests

Jeroen Steenvoorden
Ombudsman, unique role in Netherlands
Unspecified
Episode: [Recorded in Dutch] A conversation with Jeroen Steenvoorden
Agnes Joseph
Politician turned adviser on pensions and insurers
Independent adviser in pension/insurance space
Episode: [Recorded in Dutch] A conversation with Agnes Joseph
Michael Visser
Representative of the National Institute for Budget Information (Nibud)
Nibud
Episode: [Recorded in Dutch] A conversation with Michael Visser, Nibud
Dominic Sandbrook
Host of The Rest Is History podcast and author
The Rest Is History
Episode: The rest is investments – A conversation with Dominic Sandbrook
Bev Sharp
Manager Research Leader
Mercer
Episode: Unlocking the value of data with AI - Our journey to date
Rob Ansari
Global Head of Analytics and Portfolio Solutions
Mercer
Episode: Unlocking the value of data with AI - Our journey to date
Andreas Vermeiren
Senior Insurance Consultant from Europe
Mercer
Episode: From banks to assets: How asset-backed finance is rewriting credit markets
Huw van Steenis
Vice Chairman, Oliver Wyman (Mercer sister company)
Oliver Wyman
Episode: From banks to assets: How asset-backed finance is rewriting credit markets
Jacob Schoenmaker
Expert on media and pension, guest for the episode
Pension media expert
Episode: [Recorded in Dutch] A conversation with Jacob Schoenmaker, financial journalist

Reviews

4.9 out of 5 stars from 58 ratings
  • Brilliant podcast

    The podcast covers some of the most pressing issues in capital markets, geo politics and society. Rupert and his guests provide deep insights into these topics! Look forward to the next one.

    Apple Podcasts
    5
    Stephen oppptyy
    Ireland5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful coverage of AI and private markets with a governance lens.
Guests deliver practical takeaways for institutional investing.
High-quality expertise and data-driven conversations.
Insightful discussions on capital markets and governance.
Engaging historical context applied to modern investing.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

[Recorded in Dutch] A conversation with Jeroen Steenvoorden
Q: What does a retired ombudsman do?
The primary role is to mediate between participants and pension funds, handle cases, and contribute to sector learning; there is also a macro task of driving sector improvements.
[Recorded in Dutch] A conversation with Jacob Schoenmaker, financial journalist
Q: What do you think the pension system will deliver for pensioners in the Netherlands?
Jacob explains that there is broad debate about whether the new system will deliver more or less pension, and emphasizes the need for clear, concrete numbers and trust in the system.
Unlocking the value of data with AI - Our journey to date
Q: Bev, can you share concrete examples of how you're starting to use AI in the manager research process?
Bev describes LENAI, an internal ChatGPT-like tool, used to prep for manager meetings by summarizing prior research and generating probing questions, and to integrate AI more holistically into research by reducing repetitive work so researchers can focus on assessing managers and performance drivers; rollout is gradual with a focus on demonstrating value and speeding up research.
Unlocking the value of data with AI - Our journey to date
Q: Rob, what is your take on the AI bubble discussion and Mercer's commitment to investing in AI?
Rob argues that AI investment is better viewed as a reset rather than a bubble, emphasizing a long-term strategy, clear problem definitions, data readiness, and strong conviction in AI's potential; Mercer intends to stay actively engaged and drive the AI journey rather than merely observing. The emphasis is on data quality, governance, and patience to realize benefits over time.
Trade finance’s breakout moment
Q: Gerard, what is trade finance?
Trade finance is the financial plumbing that keeps global trade flowing by bridging the cash-flow gap after shipment, financing short-term receivables so sellers get paid sooner while buyers defer payments.

Audience Metrics

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Frequently Asked Questions About Critical thinking

What is Critical thinking about and what kind of topics does it cover?

This program typically features senior finance and investment leaders, Mercer colleagues, and external experts discussing macro markets, investment governance, private markets, and innovative credit strategies. Episodes often blend historical context, practical frameworks, and governance insights with timely themes like AI in asset management, value-aligned investing, and the evolving private markets landscape. A standout is the mix of practitioner-led discussions with clear takeaways for institutional investors, including methodologies, risk management, and practical tools. The show tends to favor rigorous, data-driven conversations anchored in real-world portfolio implications and regulatory considerations, making it useful for listeners ... more

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Which podcasts are similar to Critical thinking?

These podcasts share a similar audience with Critical thinking:

1. Odd Lots
2. Capital Allocators – Inside the Institutional Investment Industry
3. The View From Apollo
4. Dry Powder: The Private Equity Podcast
5. Invest Like the Best with Patrick O'Shaughnessy

How many episodes of Critical thinking are there?

Critical thinking launched 5 years ago and published 135 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Critical thinking?

Recent guests on Critical thinking include:

1. Jeroen Steenvoorden
2. Agnes Joseph
3. Michael Visser
4. Dominic Sandbrook
5. Bev Sharp
6. Rob Ansari
7. Andreas Vermeiren
8. Huw van Steenis

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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