Searching high and low for inflation
There’s a debate raging about whether modern economies have banished high inflation to the history books. The short answer, Mercer argues, is it’s complicated. So, investors better have a plan.
The future belongs to investors who can adapt
Canada's HOOPP has officially adopted the total portfolio approach since the start of 2026. Unpacking the move, the fund's managing director and head of total portfolio group Jacky Lee writes that while the approach doesn't magically make the return better, the fact that it frees the investment team from outdated processes and gives investment leaders the flexibility to act is what gives it an edge.
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General partners must regain trust
In the GFC, many investors got burned as limited partners, by costly experiences and opaque strategies. To fix the damaged relationships, a focus on disclosure and aligned interests is essential.
Shaping CEOs’ long-term reports
What do investors with long horizons want to know? Megatrends, risk factors, capital allocation and governance are dominant themes in chief executives' presentations at CEO-Investor Forums.
GEPF values governance
A letter to the editor from GEPF in response to the story "GEPF shows value of governance".
Building a better fee model
Changes in standard funds-management fee structures are inevitable. Better alignment and fairness can be arranged if the stakeholders are willing to make it happen. Mercer presents some ideas.
Divestment doesn’t go far enough
Many investors are ridding their portfolios of assets that contribute to human suffering, but that may not go far enough. Tim Hodgson writes that a global fix requires something far more bold.
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