Expectations and Diversification

The Capital Markets Research Group conducts strategic planning projects, education sessions and general research for our clients. The Group’s discussions are often very big picture–in what should we invest, and why? These discussions are on the front end of potential changes to strategy, to plan design, to portfolio implementation, and to plan sponsors’ expectations for […]

Fixed Income Observations

View Research How are investors responding to the prospect of rising rates? Here’s a look at plan sponsors’ reactions and some potential enhancements to the fixed income structure. Public funds, endowments, foundations, and Taft-Hartley plans have all steadily reduced their allocations to fixed income; the one exception, corporate funds, has been increasing fixed income exposure […]

Capital Market Projections 2017

View Charticle View Research Each year, Callan develops long-term capital market projections, detailing expected return, standard deviation, and correlations for major asset classes. These projections are the cornerstone for strategic planning. From our Capital Markets Research group: Over the next 10 years, we forecast annual GDP growth of 2% to 2.5% for the U.S., 1.5% to 2% […]