SEC Releases Final Climate Disclosure Rules

An explanation of the final SEC climate disclosure rules and what they mean for institutional investors.

A Strong Finish to 2023 Bodes Well for Hedge Funds in 2024

Callan expert analyzes hedge fund outlook for 2024.

The Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know

What institutional investors need to know about the Magnificent Seven and large cap stock portfolios

Hedge Funds Gain in 4Q23 Spurred by Rising Stocks and Bonds

An update on 4Q23 hedge fund performance

Private Credit Performance Tops Leveraged Loan Index Over Long Time Periods

An update on private credit performance in 4Q23

Private Real Estate Falls but REITs Outpace Stocks

An update on real estate and real assets performance in 4Q23.

Private Equity Sees a Big Slowdown After Frenzy of 2021

Magnifying glass on stock market data

An update on private equity performance in 4Q23 and for the year.

The U.S. Economy Is More Surprising by the Quarter

Jay Kloepfer analyzes the U.S. and global economies in 4Q23 and for the full year.

Our Capital Markets Assumptions: How’d We Do?

Dart arrow hitting in the target center of dartboard

Greg Allen and Julia Moriarty compare Callan’s Capital Markets Assumptions to actual returns since 1989.

Stocks Near a Record High, and Bonds Reverse Course

Kristin Bradbury analyzes global stock and bond markets in 4Q23.