In this podcast series, Don Calcagni, Chief Investment Officer, provides a data driven, common sense perspective on the economy, markets, and investing.
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In this podcast series, Don Calcagni, Chief Investment Officer, provides a data driven, common sense perspective on the economy, markets, and investing.
Episode 22 - A Market Surprise: Why European Stocks are Beating the U.S. in 2025
Market Perspectives with Don Calcagni
19 minutes 18 seconds
7 months ago
Episode 22 - A Market Surprise: Why European Stocks are Beating the U.S. in 2025
It's a reversal of fortune from recent years: the S&P 500 has stumbled to start 2025, but international stocks — especially in Europe — are doing exceptionally well. Don Calcagni, chief investment officer of Mercer Advisors, shares his analysis of why European stocks are having a surprisingly strong performance after several years lagging the U.S., and what it teaches us about building resilient portfolios.
Market Perspectives with Don Calcagni
In this podcast series, Don Calcagni, Chief Investment Officer, provides a data driven, common sense perspective on the economy, markets, and investing.