The global economy is becoming more complex, raising the stakes for leaders navigating this change.

In this episode of CEO Perspectives, part of Mercer’s Critical Thinking series that take you inside the C-Suite for peer-to-peer conversations with leaders influencing decision making across the investment industry, Mick Dempsey, Global President of Mercer Investments & Retirement, is joined by Martina Cheung, President and CEO of S&P Global. Together, they explore how economic complexity is influencing investment decision-making, from resilience and diversification to transparency across the convergence of public and private markets and the growing role of data and analytics.

The discussion reflects how organizations can better connect the dots across portfolios, manage uncertainty, and prepare for the many challenges and opportunities shaping the year ahead.

*This episode was recorded on December 17th, 2025.

This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the 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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In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As one of the architects of the convergence between insurance capital and private credit, Marc offers his perspective on how this model is evolving and why it's becoming central to the future of long-term investing.
The discussion also explores the shift from 'return on capital' to 'return of capital,' the risks building beneath the surface of rising allocations, and what's keeping senior decision-makers up at night. For institutional investors navigating an increasingly complex and uncertain environment, Marc's insights provide a clear-eyed view into what it takes to lead and allocate with conviction.


This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the 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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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 our view, the key areas to typically focus on when it comes to implementing liability hedges with precision and accuracy.

This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the 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.

Read our full important notices - click here