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The PODfolio

Dec 19, 2020

We pose some challenging and sensitive questions for our two experts. What’s wrong with a simple meritocracy? How much does a strong culture really add to returns? How do we make sure we get true cognitive (rather than superficial) diversity? And should we look beyond gender and ethnicity, to consider socio-economic...


Nov 26, 2020

Liang Yin, Director, China Manager Research at Willis Towers Watson discusses the possible paths for US-China geopolitics and continued globalisation – how might these forces shape our future, and what size of allocation to Chinese investments is sensible as a result? Paul Colwell, Senior Director and Head of the...


Sep 7, 2020

Tim and Becka focus on longer term considerations. The future is VUCA (volatile, uncertain, complex and ambiguous) and we need a way to make sense of it so that we can act now or prepare appropriately. Can we take advantage of the “inflection points” resulting from the seemingly inevitable shifts like a huge leap...


Sep 7, 2020

Rebecca Bannan, Governance and Organisational Effectiveness, and Tim Mitchell, Global Head of Governance Consulting at Willis Towers Watson, describe how investors should think about the inter-related issues around governance, investment, operations, clients, people and business across different time horizons. How much...


Jul 24, 2020

Nimisha Srivastava, Global Head of Credit Research at Willis Towers Watson, explains what has driven the downturn and subsequent recovery in credit markets during the COVID crisis. With a varying outlook across different areas of the credit landscape, she also sets out her views on different ways of lending money, in...