CIO Perspectives
Read timely investment updates from Mercer Advisors’ Chief Investment Officer, Don Calcagni.
Article
Good Riddance to Q2 2022
Q2 2022 Market Commentary
Donald Calcagni,
Jul 14, 2022
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Article
What’s Not Causing Today’s High Inflation
This is a three-part series about why we’re experiencing inflation now and how it can be mitigated.
Donald Calcagni,
Jul 5, 2022
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Article
It’s Not Just a U.S. Problem
This is a three-part series about why we’re experiencing inflation now and how it can be mitigated.
Donald Calcagni,
Jul 5, 2022
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Article
Implications for Fed Policy and Investors
This is a three-part series about why we’re experiencing inflation now and how it can be mitigated.
Donald Calcagni,
Jul 5, 2022
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Article
What If…
It’s been a painful year for investors, so how best do we go about making decisions in the future?
Donald Calcagni,
May 12, 2022
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Article
Navigating the Storm
Weekly Markets Update: May 2, 2022
Donald Calcagni,
May 5, 2022
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Article
Market Volatility Rattles Investors’ Nerves in Q1
Q1 2022 Market Commentary
Donald Calcagni,
Apr 26, 2022
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Article
Do Rate Hikes Always Result in Negative Bond Returns?
Traditional YTM calculations make a fallacious assumption that bond coupons are reinvested at the same rate as that paid by the underlying bond.
Donald Calcagni,
Apr 13, 2022
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Article
The Ukraine Crisis: Three Lessons for Investors
Three timeless lessons investors would be wise to consider during the geopolitical crisis.
Donald Calcagni,
Mar 14, 2022
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Video
Oil & The Crisis in Ukraine
Understanding the oil crisis and the impact on the economy
Donald Calcagni,
Mar 8, 2022
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Video
Crisis in Ukraine
Hear from our CIO, Don Calcagni, about the impact the Ukraine crisis and past geopolitical events have had on the markets.
Donald Calcagni,
Feb 24, 2022
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Article
2021 Market Review & 2022 Outlook
Uncertainty around fiscal stimulus, valuations, interest rates, and inflation will present challenges in 2022.
Donald Calcagni,
Jan 28, 2022
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Video
October 2021 Market Commentary
While many tend to think October is the worst market month, check out our Market Commentary video from Chief Investment Officer Don Calcagni to see how this month is different. Don's insightful perspective on market trends and economic issues may help you prepare for your financial future.
Donald Calcagni,
Nov 10, 2021
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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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