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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.

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

Ivan "Butch" Cliff
3 min 22 sec
This post summarizes our Cost of Doing Business Study on total fund fees.

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

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

Julia Moriarty
3 min 57 sec
An analysis of nuclear power's rebound and what it means for institutional investors and investment managers.

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.

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