Mercer Advisors
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Q3 Market Outlook: Navigating Tariffs, U.S. Debt, and Market Stress

Gain insight into Q3 market drivers, including global trade, fiscal policy, and economic uncertainty.

Market Commentary Investment Management Portfolio Management Stocks Mutual Funds ETFs CIO Perspectives Market Commentary Investors Webinars

Hosted By

Donald Calcagni
MBA, MST, CFP®, AIF®
Chief Investment Officer
Published Jul 24, 2025
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Further Learning

Market Commentary Article

Factor Investing 101: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains factor investing — an evidence-based strategy to improve expected returns while maintaining transparency 

Market Commentary Article

The Economic and Market Impact of the Iran War After One Month: Insights From Our CIO

The conflict is ongoing and rapidly evolving, but early evidence shows the extent of the economic impact

Market Commentary Article

Is There a Crisis Brewing in Private Credit?

VP of Portfolio Management David Krakauer analyzes why the current concerns about private credit may be overblown.

Market Commentary Article

The Stock Market Was Strong Entering the Turmoil of the Iran War

U.S. companies were well positioned heading into the current bout of international turmoil, according to their latest round of quarterly reports

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