Blog
Public Markets
Navigating U.S. Equity Concentration: A Look at Global Stocks
►
Fanglue Zhou
2 min 27 sec
Callan global ex-U.S. equities expert assesses U.S. equity concentration and opportunities outside the U.S.
Private Markets
2024 Private Equity Fees and Terms Study: Lessons for Institutional Investors
►
Ashley Kahn
3 min 55 sec
This study analyzes private equity fees and terms to help institutional investors.
Private Markets
Nonprofits: Same Mission, but New Approach to Allocations
►
Tony Lissuzzo
4 min 20 sec
Callan expert discusses changes in nonprofit allocation trends over the last 20 years.
Private Markets
Private Real Estate Income Is Positive, but Appreciation Falls
►
Munir Iman
1 min 39 sec
Callan experts analyze commercial real estate and REITs in 2Q24.
Private Markets
Hedge Funds Gain, Capitalizing on Volatility
►
Joe McGuane
2 min 7 sec
Callan expert analyzes the performance of hedge funds and multi-asset class strategies in 2Q24.
Private Markets
Gains Outpace Leveraged Loans Over Time; Spreads Contract
►
Constantine Braswell
1 min 12 sec
Callan experts analyzes private credit activity in 2Q24.
Private Markets
Some Early Signs of a Rebound, but Challenges Remain
►
Ashley Kahn
1 min 22 sec
Callan expert analyzes private equity activity in 2Q24, from fundraising to exits.
Macro Trends
Can the Fed Stick the Landing?
►
Jay Kloepfer
3 min 43 sec
Callan expert analyzes the 2Q24 global economy and Federal Reserve policy.
Date
Title
Author
Type
Defined benefit
Public Markets
Navigating U.S. Equity Concentration: A Look at Global Stocks
►
Fanglue Zhou
2 min 27 sec
Callan global ex-U.S. equities expert assesses U.S. equity concentration and opportunities outside the U.S.
Private Markets
2024 Private Equity Fees and Terms Study: Lessons for Institutional Investors
►
Ashley Kahn
3 min 55 sec
This study analyzes private equity fees and terms to help institutional investors.
Private Markets
Private Real Estate Income Is Positive, but Appreciation Falls
►
Munir Iman
1 min 39 sec
Callan experts analyze commercial real estate and REITs in 2Q24.
Private Markets
Hedge Funds Gain, Capitalizing on Volatility
►
Joe McGuane
2 min 7 sec
Callan expert analyzes the performance of hedge funds and multi-asset class strategies in 2Q24.
Private Markets
Gains Outpace Leveraged Loans Over Time; Spreads Contract
►
Constantine Braswell
1 min 12 sec
Callan experts analyzes private credit activity in 2Q24.
Private Markets
Some Early Signs of a Rebound, but Challenges Remain
►
Ashley Kahn
1 min 22 sec
Callan expert analyzes private equity activity in 2Q24, from fundraising to exits.
Macro Trends
Can the Fed Stick the Landing?
►
Jay Kloepfer
3 min 43 sec
Callan expert analyzes the 2Q24 global economy and Federal Reserve policy.
Public Markets
The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers
►
Nicole Wubbena
4 min 3 sec
Callan expert analyzes the impact of Supermicro on small cap growth managers.
Date
Title
Author
Type
1
2
3
4
Defined contribution
Public Markets
Navigating U.S. Equity Concentration: A Look at Global Stocks
►
Fanglue Zhou
2 min 27 sec
Callan global ex-U.S. equities expert assesses U.S. equity concentration and opportunities outside the U.S.
Private Markets
Private Real Estate Income Is Positive, but Appreciation Falls
►
Munir Iman
1 min 39 sec
Callan experts analyze commercial real estate and REITs in 2Q24.
Macro Trends
Can the Fed Stick the Landing?
►
Jay Kloepfer
3 min 43 sec
Callan expert analyzes the 2Q24 global economy and Federal Reserve policy.
Public Markets
The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers
►
Nicole Wubbena
4 min 3 sec
Callan expert analyzes the impact of Supermicro on small cap growth managers.
Public Markets
Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds
►
Kristin Bradbury
3 min 8 sec
Callan expert analyzes the global stock and bond markets in 2Q24.
Operations
A Guide to Sequence-of-Returns Risk for TDF Glidepaths
►
Kevin Machiz
2 min 16 sec
An explanation of how public DB plans can use sequence-of-returns risk analysis.
Macro Trends
Politics Upstage Economic News
►
Kristin Bradbury
7 min 49 sec
Callan expert analyzes global economic issues in 2Q24 and the implications of political upheaval.
Operations
A Deeper Look at How We Did With Our Capital Markets Assumptions
►
Julia Moriarty
1 min 52 sec
An analysis of how Callan's Capital Markets Assumptions performed over time by asset class.
Date
Title
Author
Type
1
2
3
4
Nonprofit
Public Markets
Navigating U.S. Equity Concentration: A Look at Global Stocks
►
Fanglue Zhou
2 min 27 sec
Callan global ex-U.S. equities expert assesses U.S. equity concentration and opportunities outside the U.S.
Private Markets
2024 Private Equity Fees and Terms Study: Lessons for Institutional Investors
►
Ashley Kahn
3 min 55 sec
This study analyzes private equity fees and terms to help institutional investors.
Private Markets
Nonprofits: Same Mission, but New Approach to Allocations
►
Tony Lissuzzo
4 min 20 sec
Callan expert discusses changes in nonprofit allocation trends over the last 20 years.
Private Markets
Private Real Estate Income Is Positive, but Appreciation Falls
►
Munir Iman
1 min 39 sec
Callan experts analyze commercial real estate and REITs in 2Q24.
Private Markets
Hedge Funds Gain, Capitalizing on Volatility
►
Joe McGuane
2 min 7 sec
Callan expert analyzes the performance of hedge funds and multi-asset class strategies in 2Q24.
Private Markets
Gains Outpace Leveraged Loans Over Time; Spreads Contract
►
Constantine Braswell
1 min 12 sec
Callan experts analyzes private credit activity in 2Q24.
Private Markets
Some Early Signs of a Rebound, but Challenges Remain
►
Ashley Kahn
1 min 22 sec
Callan expert analyzes private equity activity in 2Q24, from fundraising to exits.
Macro Trends
Can the Fed Stick the Landing?
►
Jay Kloepfer
3 min 43 sec
Callan expert analyzes the 2Q24 global economy and Federal Reserve policy.
Date
Title
Author
Type
1
2
3
4