Hervé Van Caloen

Hervé Van Caloen, Owner and Portfolio Manager at Mercator Investment Management, dives into exciting trends on a global scale. He discusses Japan's robust market recovery driven by ambitious reforms and stimulus. The conversation shifts to semiconductors, exploring how a few companies dominate the market. Hervé highlights the upcoming surge in defense and space spending, alongside AI's impact on infrastructure and electricity demand. He emphasizes the importance of global diversification as U.S. valuations stretch, making a compelling case for investors.