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Critical thinking

Mercer
Portfolio Construction
Diversification
Hedge Funds
Private Equity
Sustainability
Private Markets
Interest Rates
Mercer Global Investment Forum
Climate Change
Investment Strategies
Leadership
Institutional Investors
Investment Returns
Unicorn Managers
Liquidity Management
Alternative Investments
Rugby
Healthcare Systems
Private Debt
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 monthlyEpisodes116Founded5 years ago
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Latest Episodes

With developed markets facing higher debt burdens, elevated rates, and ongoing uncertainty, investors are increasingly considering frontier market debt as a means of diversifying portfolios and achieving long-term growth potential.

In this episode o... more

With increasing uncertainty and market complexity putting decision makers under mounting pressure, governance shines through as a tool for gaining a potential competitive edge. 

In this episode, Helen Hope is joined by Jay Love and Boutros Thiery, t... more

Private credit has evolved rapidly over the past decade, becoming one of the most in-demand asset classes for investors seeking diversification, income, and resilience in portfolios. Yet with this growth has come added complexity, from structural shi... more

As private markets have evolved, investors have shifted their approach away from a one-size-fits-all portfolio structure focused on closed end funds towards more bespoke constructions. 

Alongside this, liquidity concerns amongst both LPs and GPs hav... more

Key Facts

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Recent Guests

Alecia DeCuollo
Private market specialist
Episode: Into the mainstream: how semi-liquid funds may be improving access to private debt
Tamsin Coleman
Deputy head of private debt Europe
Episode: Into the mainstream: how semi-liquid funds may be improving access to private debt
Dr. Janet Yellen
One of the biggest names in the world of economics, former Chair of the Federal Reserve and current Secretary of the Treasury.
U.S. Department of the Treasury
Episode: Janet Yellen on Economic Resilience, Global Stability, and the Path Ahead
Dave McMillan
Global Chief Investment Officer for Hedge Fund
Mercer
Episode: The value proposition of hedge funds
Leslie Maasdorp
CEO of British International Investment
British International Investment
Episode: Mobilising institutional investment towards emerging economies - in conversation with British International Investment
Matt Robinson
Head of Private Capital Mobilization at British International Investment
British International Investment
Episode: Mobilising institutional investment towards emerging economies - in conversation with British International Investment
Daniel Klier
CEO of South Pole
South Pole
Episode: The promise and perils of carbon markets
Lovey Sidhu
Sustainable Investment Specialist at Mercer's Global Strategic Research Team
Mercer
Episode: The promise and perils of carbon markets
Nick White
Global Strategic Research Director
Mercer
Episode: Swing state: investment themes and opportunities in 2025 and beyond

Host

Alecia DeCuollo
Host of Critical Thinking.

Reviews

4.9 out of 5 stars from 57 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
    Ireland4 years ago

Listeners Say

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The content is highly engaging and delivers deep insights into capital markets and geopolitics.
Listeners appreciate the thoughtful discussions and diverse perspectives from guests.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Private markets in motion: Navigating complexity and innovation in today’s private markets
Q: What do you think about the evolution of product structures in private credit?
Tamsin discussed the importance of understanding liquidity profiles and mechanisms of new product structures in private credit.
Private markets in motion: Navigating complexity and innovation in today’s private markets
Q: What do you believe the expectations of increasing loss rates indicate?
David spoke on concerns about the increase in loss rates and the importance of manager selection during periods of economic stress.
Private markets in motion: Navigating complexity and innovation in today’s private markets
Q: Why do you think private debt is so attractive in these segments?
David highlighted the growth and diversification of private debt as a major benefit, especially in historical context since the financial crisis.
Investing in Insurance Portfolios Amid Market Turbulence
Q: Where do private markets come into play?
Eryn explains that private market valuations lag behind the public markets but can provide stability in volatile times, emphasizing the importance of manager selection.
Investing in Insurance Portfolios Amid Market Turbulence
Q: How do you think clients should think about asset allocation in that environment?
William discusses the need to assess existing asset allocations and consider various economic scenarios that could impact portfolios.

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?

Engaging thought leaders and industry specialists facilitate insightful discussions that analyze and debate significant themes, trends, and investment opportunities shaping the financial landscape. Recent episodes have covered various topics ranging from private markets, investment strategies, and financial governance, to economic resilience, demonstrating a keen emphasis on understanding how these factors impact institutional investors. With a focus on relevant financial issues, this content is structured to be informative for professionals seeking to navigate complex market dynamics. Unique perspectives and a diversity of experiences from guests create a comprehensive resource that is both thought-provoking and actionable for listeners.

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How many listeners does Critical thinking get?

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What are the audience demographics for Critical thinking?

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How many subscribers and views does Critical thinking have?

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Which podcasts are similar to Critical thinking?

These podcasts share a similar audience with Critical thinking:

1. The View From Apollo
2. Capital Allocators – Inside the Institutional Investment Industry
3. Dry Powder: The Private Equity Podcast
4. The Credit Edge by Bloomberg Intelligence
5. Money Maze Podcast

How many episodes of Critical thinking are there?

Critical thinking launched 5 years ago and published 116 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Critical thinking?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Critical thinking?

Recent guests on Critical thinking include:

1. Alecia DeCuollo
2. Tamsin Coleman
3. Dr. Janet Yellen
4. Dave McMillan
5. Leslie Maasdorp
6. Matt Robinson
7. Daniel Klier
8. Lovey Sidhu

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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