Blog

Callan Institute logo
Macro Trends

Wait for It … Little Impact on Economy So Far from Tariffs

Jay Kloepfer
4 min 0 sec
Callan expert analyzes the economy in 2Q25.
Private Markets

Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient

Munir Iman
2 min 32 sec
An analysis of 2Q25 real estate and real assets activity.
Private Markets

Equity Hedge Strategies Lead Performance

Joe McGuane
3 min 7 sec
An analysis of 2Q25 hedge fund performance.
Operations

Trump Signs Alternatives Assets Executive Order

Patrick Wisdom
2 min 3 sec
Callan consultant explains what the president's executive order on alts in DC plans means.
Private Markets

Private Equity Activity Perks Up in 1Q25, but Risks Loom

Ashley Kahn
2 min 15 sec
An analysis of private equity activity in 1Q25, from fundraising to exits to returns.
Private Markets

Private Credit Holds Ground Amid Competitive Pressures

Daniel Brown
2 min 18 sec
Callan expert analyzes private credit performance and activity as of 1Q25.
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.

Defined benefit

Macro Trends

Wait for It … Little Impact on Economy So Far from Tariffs

Jay Kloepfer
4 min 0 sec
Callan expert analyzes the economy in 2Q25.
Private Markets

Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient

Munir Iman
2 min 32 sec
An analysis of 2Q25 real estate and real assets activity.
Private Markets

Equity Hedge Strategies Lead Performance

Joe McGuane
3 min 7 sec
An analysis of 2Q25 hedge fund performance.
Private Markets

Private Equity Activity Perks Up in 1Q25, but Risks Loom

Ashley Kahn
2 min 15 sec
An analysis of private equity activity in 1Q25, from fundraising to exits to returns.
Private Markets

Private Credit Holds Ground Amid Competitive Pressures

Daniel Brown
2 min 18 sec
Callan expert analyzes private credit performance and activity as of 1Q25.
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.

Defined contribution

Macro Trends

Wait for It … Little Impact on Economy So Far from Tariffs

Jay Kloepfer
4 min 0 sec
Callan expert analyzes the economy in 2Q25.
Private Markets

Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient

Munir Iman
2 min 32 sec
An analysis of 2Q25 real estate and real assets activity.
Operations

Trump Signs Alternatives Assets Executive Order

Patrick Wisdom
2 min 3 sec
Callan consultant explains what the president's executive order on alts in DC plans means.
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.

Nonprofit

Macro Trends

Wait for It … Little Impact on Economy So Far from Tariffs

Jay Kloepfer
4 min 0 sec
Callan expert analyzes the economy in 2Q25.
Private Markets

Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient

Munir Iman
2 min 32 sec
An analysis of 2Q25 real estate and real assets activity.
Private Markets

Equity Hedge Strategies Lead Performance

Joe McGuane
3 min 7 sec
An analysis of 2Q25 hedge fund performance.
Private Markets

Private Equity Activity Perks Up in 1Q25, but Risks Loom

Ashley Kahn
2 min 15 sec
An analysis of private equity activity in 1Q25, from fundraising to exits to returns.
Private Markets

Private Credit Holds Ground Amid Competitive Pressures

Daniel Brown
2 min 18 sec
Callan expert analyzes private credit performance and activity as of 1Q25.
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.

Callan Family Office

You are now leaving Callan LLC’s website and going to Callan Family Office’s website. Callan Family Office is not affiliated with Callan LLC.  Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Callan LLC is not responsible for the services and content on Callan Family Office’s website. Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan LLC of their website, or its contents, and Callan LLC is not responsible or liable for your use of it. When visiting their website, you are subject to Callan Family Office’s terms of use and privacy policies.