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Podcast: Critical thinking
Episode: Navigating change: How liability-driven investing is shaping Europe's financial portfolios
Description: As trade tensions, uncertainty over the direction of interest rates, and pension reforms reshape the investment landscape, liability-driven investing (LDI) may provide a source of stability. In this episode, Jeffrey Dissmann, who leads Mercer’s Investments business in Germany, is joined by Sheena Frost, Lead of the Europe ex-UK Portfolio Management Solutions Team at Mercer and Rik Klerkx, Chief Investment Officer LDI and Private Markets at Cardano Netherlands, to discuss how investors across Europe are adapting their LDI strategies.The discussion spans regulatory variations, the resurgence of bonds, inflation hedging challenges, and the operational plumbing that may fa...