A CIO's Take on Geopolitics, the Dollar, and the Case for Going Global
The episode gives wealth professionals a manager CIO’s framing of portfolio diversification, market concentration and private markets access at a time when geopolitical risk and the dollar are part of allocation discussions. It also covers how one CIO discusses gold, India and private equity/IPO strategies.
Summary
By the markets & outlook deskIn this Trends with Benefits episode, Mercer Advisors CIO Don Calcagni discusses geopolitics, the dollar and global investing. The conversation covers US and international equity diversification, market concentration, India’s growth potential, gold as a trade rather than a strategy, and private markets valuations, access and risks. It also touches on private equity and IPO strategies, AI innovation and how to distinguish a trend from a fad.
- The episode examines US and international equity diversification and market concentration.
- It discusses geopolitical risks, US political risks and whether the S&P may be mispricing geopolitical risk.
- It covers India’s growth and investment potential and the dollar’s decline.
- It frames gold as a trade rather than a strategy and discusses private markets valuations, access and risks.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction and Guest Background | 2 min | |
| Changes in Asset Allocation and Private Markets | 2 min | |
| US and International Equity Diversification | 3 min | |
| Market Concentration and Diversification Benefits | 4 min | |
| Geopolitical Risks and Global Market Drivers | 6 min | |
| US Political Risks and Domestic Instability | 1 min | |
| India's Growth and Investment Potential | 6 min | |
| Gold as a Strategic Asset and Trade | 5 min | |
| Private Markets and Current Valuations, Access and Risks | 6 min | |
| Private Equity and IPO Strategies | 5 min | |
| Market Mispricing and Geopolitical Risks | 3 min | |
| Long-term Trends and AI Innovation | 4 min | |
| Trend or Fad | 2 min |
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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.