Research Library

Callan Institute logo
Results
Excerpt
Date
Title
Author
Type
A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternatives, and defined contribution plans.
August 11, 2026
Market Pulse, 2Q26
Jacki Hoagland
Data Presentation
The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
August 7, 2026
2Q26 Capital Markets Review
Multiple
In this paper we analyze the affordable housing market and how institutional investors can best assess its potential role as part of their real estate portfolios.
August 6, 2026
3Q26 Real Assets Reporter: Affordable Housing Primer
Aaron Quach
EconIndicators is a monthly collection of 14 key measures of economic and capital markets activity, placed in the context of recent experience. The purpose of the chart is to show current activity, a comparison to recent history, and the direction of change for each measure.
August 3, 2026
EconIndicators, July 2026
Jay Kloepfer Adam Lozinski David Zee
Data Presentation
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
July 24, 2026
2Q26 Market Intelligence Report
Callan Institute
Data Presentation
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
July 10, 2026
June 2026 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
EconIndicators is a monthly collection of 14 key measures of economic and capital markets activity, placed in the context of recent experience. The purpose of the chart is to show current activity, a comparison to recent history, and the direction of change for each measure.
July 3, 2026
EconIndicators, June 2026
Jay Kloepfer Adam Lozinski David Zee
Data Presentation
Callan's Real Assets Consulting group identifies seven indicators--based on spreads in real estate and fixed income markets--that, combined with an understanding of prevailing market dynamics, have helped signal when the institutional real estate market is overheated or cooled.
June 24, 2026
Real Estate Indicators, 1Q26
Avery Robinson
Charticle
June 24, 2026
Research Café: Portfolio Options for Nonprofits
Tony Lissuzzo Evan Williams
Videos
June 9, 2026
Webinar: How the Pension Worm Has Turned: From Deficit to Surplus and the World Beyond
William Emmett Ric Ford
Videos
EconIndicators is a monthly collection of 14 key measures of economic and capital markets activity, placed in the context of recent experience. The purpose of the chart is to show current activity, a comparison to recent history, and the direction of change for each measure.
May 29, 2026
EconIndicators, April 2026
Jay Kloepfer Adam Lozinski David Zee
Data Presentation
The Callan EconIndicators provides a measure of economic and capital markets performance.
May 21, 2026
EconIndicators, March 2026
Jay Kloepfer Adam Lozinski David Zee
Data Presentation
This series of charts compares active managers alongside relevant benchmarks over the long term.
May 19, 2026
Active vs. Passive Report, 1Q26
Ivan "Butch" Cliff
Data Presentation
A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternatives, and defined contribution plans.
May 12, 2026
Market Pulse, 1Q26
Jacki Hoagland
Data Presentation
The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
May 7, 2026
1Q26 Capital Markets Review
Multiple