Blog

Callan Institute logo
Public Markets

Gains for Just About Every Asset Class in 2Q21

Kristin Bradbury
3 min 11 sec
Kristin Bradbury assesses how U.S. and global stock, fixed income, and real assets markets performed in 2Q21.
Macro Trends

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury
5 min 42 sec
Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic...
Operations

Putting Values into Action: A Practical Guide for Institutional Investors

Brad Penter
3 min 30 sec
Lauren Mathias and Brad Penter discuss how investors can incorporate racial equity into their investment programs.
Macro Trends

A JOLT of Inflation from the Labor Market?

James W. Van Heuit
4 min 18 sec
Jim Van Heuit discusses recent changes to the labor market and what impact they may have on inflation.
Operations

Tips on TIPS

Kristin Bradbury
4 min 9 sec
Kristin Bradbury explains TIPS and their potential role in investment portfolios.
Operations

The Technology Revolution Catches Up to Commercial Real Estate

Bernie Bazile
4 min 28 sec
Bernie Bazile explains "proptech" and what institutional investors need to know about it.
Private Markets

Momentum Keeps Private Equity Aloft

Gary Robertson
3 min 49 sec
Callan's Gary Robertson analyzes private equity activity during the quarter.
ESG

The ‘Hows’ of Hiring Diverse Managers for Nonprofits

Brad Penter
3 min 46 sec
When structuring a “prudent” portfolio nonprofit trustees can and should consider serving their mission by evaluating the benefits of hiring diver...

Defined Benefit

Macro Trends

Why the Yield Curve Is Really Curving

Dario Buechi
2 min 37 sec
As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.
Operations

When the Passive Index Is an Active Decision

Weston Lewis
3 min 51 sec
Because of differences in passive indices, investors should understand how the one they choose will affect benchmarking.
ESG

What You Need to Know About the Net Zero Asset Managers Initiative

ESG Consulting Group
3 min 24 sec
Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.
ESG

What You Need to Know About Green Building Certifications

Aaron Quach
3 min 59 sec
Green building certifications vary significantly based on their objective, administrator, and prominence in the industry.
Operations

What We Found in Our Latest COVID-19 Survey of Investment Managers

Amy Jones
2 min 57 sec
The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.
Private Markets

What the Leveraged Loan Selloff Means for Institutional Investors

Nathan Wong
5 min 53 sec
Leveraged loans are on track for their worst-performing month, with the S&P/LSTA U.S. Leveraged Loan Index down nearly 17% as the quarter nears its en...
Private Markets

What Investors Need to Know About the Potential Eviction Crisis

Aaron Quach
4 min 21 sec
Institutional investors should continue to closely monitor rent collections within their multifamily portfolios, as decreases in collections may indic...
Macro Trends

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury
5 min 42 sec
Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic...

Defined Contribution

Operations

Will Boring Still Be Beautiful?

James Veneruso
1 min 36 sec
A simple, "boring," glidepath beat a diversified one over the last 10 years. Will that continue?
Macro Trends

Why the Yield Curve Is Really Curving

Dario Buechi
2 min 37 sec
As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.
Operations

When the Passive Index Is an Active Decision

Weston Lewis
3 min 51 sec
Because of differences in passive indices, investors should understand how the one they choose will affect benchmarking.
Operations

What You Need to Know About the SECURE Act

James Veneruso
1 min 13 sec
The most substantial legislation affecting retirement since the Pension Protection Act of 2006 became law recently. Known as the SECURE Act (for Setti...
ESG

What You Need to Know About the Net Zero Asset Managers Initiative

ESG Consulting Group
3 min 24 sec
Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.
Operations

What We Found in Our Latest COVID-19 Survey of Investment Managers

Amy Jones
2 min 57 sec
The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.
Operations

What Has Changed Over the Years with DC Plans

Jana Steele
4 min 13 sec
Callan just opened the 2019 Defined Contribution Trends Survey, the 12th we have conducted in its current incarnation, and we thought it would be help...
Macro Trends

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury
5 min 42 sec
Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic...

Nonprofit

Public Markets

Gains for Just About Every Asset Class in 2Q21

Kristin Bradbury
3 min 11 sec
Kristin Bradbury assesses how U.S. and global stock, fixed income, and real assets markets performed in 2Q21.
Macro Trends

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury
5 min 42 sec
Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic...
Operations

Putting Values into Action: A Practical Guide for Institutional Investors

Brad Penter
3 min 30 sec
Lauren Mathias and Brad Penter discuss how investors can incorporate racial equity into their investment programs.
Macro Trends

A JOLT of Inflation from the Labor Market?

James W. Van Heuit
4 min 18 sec
Jim Van Heuit discusses recent changes to the labor market and what impact they may have on inflation.
Operations

Tips on TIPS

Kristin Bradbury
4 min 9 sec
Kristin Bradbury explains TIPS and their potential role in investment portfolios.
Operations

The Technology Revolution Catches Up to Commercial Real Estate

Bernie Bazile
4 min 28 sec
Bernie Bazile explains "proptech" and what institutional investors need to know about it.
Private Markets

Momentum Keeps Private Equity Aloft

Gary Robertson
3 min 49 sec
Callan's Gary Robertson analyzes private equity activity during the quarter.
ESG

The ‘Hows’ of Hiring Diverse Managers for Nonprofits

Brad Penter
3 min 46 sec
When structuring a “prudent” portfolio nonprofit trustees can and should consider serving their mission by evaluating the benefits of hiring diver...