Critical thinking

How are long-term investors navigating regime change? Insights from the Mercer Global Investment Forum in Nashville

June 12, 2024 Mercer
How are long-term investors navigating regime change? Insights from the Mercer Global Investment Forum in Nashville
Critical thinking
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Critical thinking
How are long-term investors navigating regime change? Insights from the Mercer Global Investment Forum in Nashville
Jun 12, 2024
Mercer

Higher for longer interest rates are having profound effects on endowment and foundation portfolios across the US.

The volatility this creates is making it more challenging to construct portfolios for the long-term and creating questions around liquidity management.

Bill Burns and Meggan O'Shea join Texas Hemmaplardh in the latest episode of Critical Thinking recorded from the Mercer Global Investment Forum in Nashville, to discuss how these investors are navigating regime change.


Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.


This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


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ead our full important notices - click here

Show Notes

Higher for longer interest rates are having profound effects on endowment and foundation portfolios across the US.

The volatility this creates is making it more challenging to construct portfolios for the long-term and creating questions around liquidity management.

Bill Burns and Meggan O'Shea join Texas Hemmaplardh in the latest episode of Critical Thinking recorded from the Mercer Global Investment Forum in Nashville, to discuss how these investors are navigating regime change.


Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.


This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


R
ead our full important notices - click here