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CIO Perspectives

Read timely investment updates from Mercer Advisors’ Chief Investment Officer, Don Calcagni.

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Article

Q3 Market Commentary

Q3 Market Commentary

Donald Calcagni,

Oct 15, 2021

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Video

September Market Commentary

September was an attention-grabbing month: interest rates picked up, inflation turned out to be more persistent than expected, and the tug of war between value and growth stocks continued. Hear more about these events and what it may mean for your portfolio going forward.

Donald Calcagni,

Oct 4, 2021

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Video

Recent Market Sell-Off

Donald Calcagni,

Sep 20, 2021

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Article

Biden’s Tax Increases Won’t Affect Just the Top 1%

The Biden administration’s proposed corporate tax and capital gains increases will impact millions of U.S, households over time.

Donald Calcagni,

May 25, 2021

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Video

Does Gold Really Hedge Inflation?

Is gold the reliable hedge against inflation that many claim? The past 40 years of data suggests it isn't.

Donald Calcagni,

May 18, 2021

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Video

Inflation just hit 4.2%. Should you be worried?

Inflation is up 4.2% and this has caused some nervousness, but details matter. Listen to hear our thoughts on inflation and how best to hedge against it.

Donald Calcagni,

May 12, 2021

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Video

What’s going on with inflation?

Government stimulus, low interest rates, pent-up consumer demand, and stimulus checks have all helped to push up consumer prices, but these are transitory forces that are unlikely to create longer-term inflation. Find out more about what's going on with inflation in this CIO Perspective video.

Donald Calcagni,

May 1, 2021

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Article

The Best Strategy for Beating Inflation

What’s the best way to beat inflation? CIO Don Calcagni explores stocks, commodities, gold, and more.

Donald Calcagni,

Apr 30, 2021

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Video

What You Need to Know About Market Valuations Today

While market valuations have not been this high since the year 2000, stocks remain an important part of a long-term portfolio. Hear why disciplined investors look beyond the concerns of the day to the long-term growth potential of markets.

Donald Calcagni,

Apr 19, 2021

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Article

The American Rescue Plan Act: Inflationary largesse or just what the doctor ordered?

While the $1.9 trillion American Rescue Plan Act might fuel inflationary pressures, it just might be the medicine we need to put the pandemic behind us.

Donald Calcagni,

Mar 22, 2021

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Article

2020 Was A Good Year for ESG Strategies

2020 was a strong year for ESG-oriented strategies (Environmental, Social, and Governance), helping to solidify ESG as a legitimate approach to portfolio construction and management.

Donald Calcagni,

Feb 25, 2021

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Article

GameStop: Making Sense of it All

The rise in GameStop this past week has been eye-popping. However, fundamentals still determine the long-term viability of any business.

Donald Calcagni,

Feb 1, 2021

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Article

Democrats Won the Senate. Now what?

Democrats are now in charge of both the Senate and the House. What can we expect from this blue ripple?

Donald Calcagni,

Jan 12, 2021

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Article

2021 Market Outlook

2020 showed us that diversified portfolios can deliver risk reduction and healthy long-term returns. We see glimmers of hope for 2021, but let’s not lose sight of our learnings from 2020.

Donald Calcagni,

Dec 21, 2020

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Article

Post-Election Commentary: Why the Rising Market?

As 2020 election results have come in throughout this week, one thing that wasn’t expected was the market rally that occurred.

Donald Calcagni,

Nov 6, 2020

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Article

Pre-Election Commentary

Over the past several months, we’ve delivered a number of webinars regarding markets and the upcoming elections. As we typically do with our events, we engage in a healthy Q&A afterwards to answer clients’ questions. In light of next week’s election, we wanted to share with you our thoughts regarding the most common concerns raised by clients.

Donald Calcagni,

Oct 30, 2020

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Article

Q3 Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter.

Donald Calcagni,

Oct 8, 2020

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Article

Silver: No Mettle to Fight Inflation

Can silver work as a hedge against inflation and help protect your investment portfolio?

Donald Calcagni,

Sep 21, 2020

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Article

Reducing Portfolio Risk and Managing Volatility

Learn different approaches to reduce portfolio risk, including hedging, stop losses, and diversification.

Donald Calcagni,

Sep 11, 2020

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Article

What Benchmarking Tells Investors

What benchmarking does and doesn’t tell us about fund manager performance.

Donald Calcagni,

Sep 2, 2020

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Article

Does Warren Buffett Suddenly Like Gold?

Buffett recently invested in a large gold mining company. But does this really mean the Oracle of Omaha has changed his tune on gold?

Donald Calcagni,

Aug 28, 2020

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Article

Exxon and the End of an Era

What Exxon’s delisting from the Dow Jones means for investors.

Donald Calcagni,

Aug 26, 2020

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