The Periodic Table Turns 20

Classic Table No one is more surprised than I am at the longevity and usefulness of the Callan Periodic Table of Investment Returns. I put the table together in 1999 as a lark, in an effort to convince our clients’ investment committees that U.S. large cap growth stocks were not always going to be the […]

New Feature: A Monthly Periodic Table

Monthly Table ‘Classic’ Table All Tables Callan has long used our Periodic Table of Investment Returns to highlight for clients and other institutional investors the advantages of diversification over the long haul. The table ranks asset classes by performance over various time periods, and over the years we have created specialized versions (such as equity-only, […]

Periodic Table of Investment Returns

One glance at the crazy quilt of colors in the Periodic Table of Investment Returns suggests the challenge investors face in picking an investment class “winner” year-by-year and illustrates the benefit to diversification. Last year offered investors a wild ride, with sentiment overwhelming fundamentals for much of 2016. Bonds rose in value and stocks fell […]