Market Perspectives with Don Calcagni

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.

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.

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.

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.

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.