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Market Perspectives with Don Calcagni
Mercer Advisors
31 episodes
1 month ago
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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Investing
Business
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All content for Market Perspectives with Don Calcagni is the property of Mercer Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this podcast series, Don Calcagni, Chief Investment Officer, provides a data driven, common sense perspective on the economy, markets, and investing.
Show more...
Investing
Business
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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.