Blog
Macro Trends
How Will the Growing Federal Debt Affect Our CMAs?
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Jason Ellement
4 min 22 sec
This post examines how the growing public debt will affect Callan's Capital Markets Assumptions.
Operations
New Tax on Endowments Will Likely Lead to Portfolio Management Changes
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Evan Williams
3 min 30 sec
An analysis of the endowment tax in the One Big Beautiful Bill Act and how it affects portfolios.
Public Markets
Systematic Global ex-U.S. Equity Managers Have All Been Doing Well—Perhaps Too Well
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Nicholas Conant
1 min 46 sec
This post analyzes the reasons behind the success of systematic global equity investment strategies.
Public Markets
Global Stocks Top U.S. Equities; Fixed Income Sees Modest Gains
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Kyle Fekete
2 min 21 sec
This post analyzes equity and fixed income performance in 2Q25.
Macro Trends
Tariffs, Tax Cuts, and ‘TACO’: What a Quarter!
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Kyle Fekete
5 min 42 sec
This blog post explores the global economy in 2Q25 and the issues facing institutional investors.
Public Markets
What Investors Need to Know About the 2025 Russell Reconstitution
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Nicole Wubbena
3 min 50 sec
This post explains what the Russell reconstitution means for institutional investors and U.S. equity managers.
Operations
Sometimes It Pays to Be Humble
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Kevin Machiz
3 min 8 sec
This post explains how Callan develops its projected returns for equities.
Operations
Wait on Changing Market Cap Weights
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Adam Lozinski
2 min 50 sec
This blog post explains Callan's approach to market cap weights.
Date
Title
Author
Type
Defined benefit
Macro Trends
How Will the Growing Federal Debt Affect Our CMAs?
►
Jason Ellement
4 min 22 sec
This post examines how the growing public debt will affect Callan's Capital Markets Assumptions.
Public Markets
Systematic Global ex-U.S. Equity Managers Have All Been Doing Well—Perhaps Too Well
►
Nicholas Conant
1 min 46 sec
This post analyzes the reasons behind the success of systematic global equity investment strategies.
Public Markets
Global Stocks Top U.S. Equities; Fixed Income Sees Modest Gains
►
Kyle Fekete
2 min 21 sec
This post analyzes equity and fixed income performance in 2Q25.
Macro Trends
Tariffs, Tax Cuts, and ‘TACO’: What a Quarter!
►
Kyle Fekete
5 min 42 sec
This blog post explores the global economy in 2Q25 and the issues facing institutional investors.
Public Markets
What Investors Need to Know About the 2025 Russell Reconstitution
►
Nicole Wubbena
3 min 50 sec
This post explains what the Russell reconstitution means for institutional investors and U.S. equity managers.
Operations
Sometimes It Pays to Be Humble
►
Kevin Machiz
3 min 8 sec
This post explains how Callan develops its projected returns for equities.
Operations
Wait on Changing Market Cap Weights
►
Adam Lozinski
2 min 50 sec
This blog post explains Callan's approach to market cap weights.
Operations
Exclusive 2025 Callan Study Examines Fee Trends for Institutional Investors
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Ivan "Butch" Cliff
3 min 22 sec
This post summarizes our Cost of Doing Business Study on total fund fees.
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Author
Type
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Defined contribution
Macro Trends
How Will the Growing Federal Debt Affect Our CMAs?
►
Jason Ellement
4 min 22 sec
This post examines how the growing public debt will affect Callan's Capital Markets Assumptions.
Public Markets
Systematic Global ex-U.S. Equity Managers Have All Been Doing Well—Perhaps Too Well
►
Nicholas Conant
1 min 46 sec
This post analyzes the reasons behind the success of systematic global equity investment strategies.
Public Markets
Global Stocks Top U.S. Equities; Fixed Income Sees Modest Gains
►
Kyle Fekete
2 min 21 sec
This post analyzes equity and fixed income performance in 2Q25.
Macro Trends
Tariffs, Tax Cuts, and ‘TACO’: What a Quarter!
►
Kyle Fekete
5 min 42 sec
This blog post explores the global economy in 2Q25 and the issues facing institutional investors.
Public Markets
What Investors Need to Know About the 2025 Russell Reconstitution
►
Nicole Wubbena
3 min 50 sec
This post explains what the Russell reconstitution means for institutional investors and U.S. equity managers.
Operations
Sometimes It Pays to Be Humble
►
Kevin Machiz
3 min 8 sec
This post explains how Callan develops its projected returns for equities.
Operations
Court Affirms Dismissal of Suit Against Intel for Offering Alternatives in DC Plans
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Patrick Wisdom
2 min 52 sec
This post analyzes a recent court ruling on the use of alternative investments in DC plans.
Private Markets
Nuclear Power’s Second Act: What Investors Need to Know
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Julia Moriarty
3 min 57 sec
An analysis of nuclear power's rebound and what it means for institutional investors and investment managers.
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Title
Author
Type
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Nonprofit
Macro Trends
How Will the Growing Federal Debt Affect Our CMAs?
►
Jason Ellement
4 min 22 sec
This post examines how the growing public debt will affect Callan's Capital Markets Assumptions.
Operations
New Tax on Endowments Will Likely Lead to Portfolio Management Changes
►
Evan Williams
3 min 30 sec
An analysis of the endowment tax in the One Big Beautiful Bill Act and how it affects portfolios.
Public Markets
Systematic Global ex-U.S. Equity Managers Have All Been Doing Well—Perhaps Too Well
►
Nicholas Conant
1 min 46 sec
This post analyzes the reasons behind the success of systematic global equity investment strategies.
Public Markets
Global Stocks Top U.S. Equities; Fixed Income Sees Modest Gains
►
Kyle Fekete
2 min 21 sec
This post analyzes equity and fixed income performance in 2Q25.
Macro Trends
Tariffs, Tax Cuts, and ‘TACO’: What a Quarter!
►
Kyle Fekete
5 min 42 sec
This blog post explores the global economy in 2Q25 and the issues facing institutional investors.
Public Markets
What Investors Need to Know About the 2025 Russell Reconstitution
►
Nicole Wubbena
3 min 50 sec
This post explains what the Russell reconstitution means for institutional investors and U.S. equity managers.
Operations
Sometimes It Pays to Be Humble
►
Kevin Machiz
3 min 8 sec
This post explains how Callan develops its projected returns for equities.
Operations
Wait on Changing Market Cap Weights
►
Adam Lozinski
2 min 50 sec
This blog post explains Callan's approach to market cap weights.
Date
Title
Author
Type
1
2
3
4