Want to create an interactive transcript for this episode?
Podcast: Critical thinking
Episode: Navigating markets: LDI and beyond
Description: Over the past five years, we've seen vast changes in interest rate and inflation levels globally, making it important for investors to understand what is driving market dynamics and the impact on portfolio execution and risk management.In this episode of Critical Thinking, Mercer’s UK Head of Investments Helen Hope is joined by US LDI Investments Leader, Brett Dutton and Dan Cunnington, Head of LDI Solutions UK and EMEA, to unpack what the change in bond yields could mean for investors and new participants in the market, the latest trends in fixed income portfolios, and share, in...