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Podcast: Critical thinking
Episode: Swing state: investment themes and opportunities in 2025 and beyond
Description: In this episode of Critical Thinking, Jo Holden, Global Head of Investment Research at Mercer, is joined by Nick White, Global Strategic Research Director, and Matthew Scott, Strategic Research Principal, to explore Mercer's "Themes and Opportunities 2025" paper, specifically focusing on this year's theme, "Swing State." This concept reflects an economy in transition, driven by shifts in monetary policy, supply chain dynamics, and technological innovation. These forces require investors to adjust their strategies, embracing diversification and preparing for a broader range of scenarios. Key takeaways include: Private Markets De-Siloing: The report highlights changes in private market dynamics, w...