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Market Commentary

Market Commentary Article

Our Reasons for Caution Around Flashy IPOs

Mercer Advisors VP of Portfolio Management David Krakauer explains reasons for caution around highly anticipated IPOs, where it can be hard for investors to get good deals.

Market Commentary Webinar

Q2 Market Outlook: Markets, Interest Rates, Inflation, and More

A market update on inflation, geopolitics, interest rates, and why diversification and investor discipline remain critical amid global uncertainty.

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Market Commentary Podcast

Episode 36 – Is a Crisis Brewing in Private Credit?

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 ship in the ocean
Market Commentary Article

Will War with Iran Push the U.S. into Recession?

The dramatic increase in oil prices has not thus far reached a level that would tip the U.S. economy into recession.

Market Commentary Article

The Case for Calm Amid War and Oil Crisis: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains why this is not a moment for bold portfolio moves.

Market Commentary Article

A Return of Geopolitical Uncertainty

Mercer Advisors VP of Portfolio Management David Krakauer explains what to watch amid the Iran conflict and why this is a moment not to overreact.

A pile of gold and silver
Market Commentary Article

Why We Don’t Speculate on Gold, Silver, and Crypto: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains why gold, silver, and crypto should be considered “speculative assets” that do not belong in most portfolios.

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Market Commentary Podcast

Episode 35 – The Newfound Religion for International Diversification

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.

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Market Commentary Podcast

Episode 34 – A New Chairman for the Federal Reserve

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.

Market Commentary Webinar

Q1 Market Outlook: Markets, Interest Rates, Inflation, and More

A 2025 market review and 2026 outlook covering growth, inflation, rates, debt, global markets, and why diversification matters amid volatility.

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Market Commentary Podcast

Episode 33 – Lessons from 2025 in Markets

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.

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Market Commentary Podcast

Episode 32 – Building a Fortress Balance Sheet

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.

Market Commentary Webinar

Q4 Market Outlook: Federal Government Funding, Tariffs, and Earnings Growth

A Q4 market outlook on rates, inflation, tariffs, global markets, and portfolio diversification — highlighting resilience, risks, and planning amid uncertainty.

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