Callan’s 2023 Capital Markets Assumptions: A Behind-the-Scenes Look
This blog post details the process and reasoning behind the Callan Capital Markets Assumptions for 2023-2032, and provides detailed information about risk and return for major asset classes.
Hedge Funds and Ukraine: A Guide for Institutional Investors
Joe McGuane analyzes hedge fund performance in 2022 and how managers are handling the volatility stemming from the invasion of Ukraine.
A High-Level Summary of the Callan 2022-2031 Capital Markets Assumptions
This blog post details the process and reasoning behind the Callan Capital Markets Assumptions for 2022-2031, and provides detailed information about risk and return for major asset classes.
The Story Behind Callan’s 2021 Capital Markets Assumptions
An explanation of Callan’s 2021-2030 Capital Markets Assumptions, how they were developed, and what changed from last year’s projections.
Risky Business Update: Investors Face Additional Challenges amid Increased Uncertainty
An update to our original research on how much risk investors need to take to achieve targeted returns over time.
Captive Insurance Stepped in to Ease Pandemic’s Blow. Now What?
Captive insurers have been able to support their parent organization during COVID-19 by providing relief from business interruption losses.
GameStop, Reddit, and Efficient Markets
What institutional investors should know about the wild price swings in GameStop shares.
Markets’ Upward Trajectory Continues
A look at market performance in 4Q20 for global and U.S. equities, bonds, and real assets.
Equities Stage Big Rebound, While Bonds See Small Gains; Real Assets Mixed
Equity Markets U.S. stock indices continued to rebound from the 1Q plunge; the Russell 1000 was up more than 50% from the low reached on March 23. The S&P 500 Index was up 8.9% for the quarter, bringing its year-to-date result to 5.6%. However, returns among constituents painted starkly different pictures. Consumer Discretionary (+15%) was […]
The Stock Market Is Not the Economy
The word “unprecedented” to describe the current environment may seem overused, but the speed and depth of the economic disruption was indeed unprecedented.