Market Perspectives with Don Calcagni

David Krakauer, VP of Portfolio Management, examines the economic forces that have pushed long-term Treasury yields to the highest level in nearly two decades — and why investors shouldn't be alarmed.

CIO Don Calcagni explains why he pursues the broadest possible diversification in portfolios — and why it's the second principle of the evidence-based investment philosophy at Mercer Advisors.

The private credit market has been in the headlines, with some investors souring on the asset class. Mercer Advisors VP of Portfolio Management David Krakauer dissects what's happening in this market and why investors shouldn't worry if they have the right approach to private credit.

A strong year for international stocks has many investors clamoring to figure out how to invest internationally. Mercer Advisors CIO Don Calcagni shares his view on the right amount of international stocks for most investors.

President Trump has settled on a new leader for the Federal Reserve, but Mercer Advisors CIO Don Calcagni explains why the saga over the Fed — closely watched by markets — is far from over.

Mercer Advisor CIO Don Calcagni looks back at the major market events of 2025 — from tariffs, a near bear market, an AI boom, an international stock resurgence, and a thawing in private markets — and shares his investing lessons to take forward into the new year.

Investors spend too much time focused on narrow topics, when the goal of wealth management should be protecting your entire financial life by building a Fortress Balance Sheet, says Mercer Advisors CIO Don Calcagni. He explains how to get started thinking more holistically about your wealth.