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Podcast: Critical thinking
Episode: How are long-term investors navigating regime change? Insights from the Mercer Global Investment Forum in Nashville
Description: 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...