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Callan Family Office

Categories: Defined Contribution

April 24, 2024
Callan 2024 DC Trends Survey: Focus on Plan Governance, and Continued Efforts to Rein in Fees
A summary of Callan's 2024 Defined Contribution Trends Survey.
April 8, 2024
Stocks Continue Rally; Bond Returns Fall Amid Rate Cut Uncertainty
Callan expert analyzes the performance of global markets in 1Q24 and the outlook for the year.
April 4, 2024
Higher for Longer? Rates and the Global Economy
Callan expert analyzes the global economy in 1Q24.
March 15, 2024
SEC Releases Final Climate Disclosure Rules
An explanation of the final SEC climate disclosure rules and what they mean for institutional investors.
February 29, 2024
The Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know
What institutional investors need to know about the Magnificent Seven and large cap stock portfolios
February 12, 2024
Private Real Estate Falls but REITs Outpace Stocks
An update on real estate and real assets performance in 4Q23.
February 7, 2024
The U.S. Economy Is More Surprising by the Quarter
Jay Kloepfer analyzes the U.S. and global economies in 4Q23 and for the full year.
January 16, 2024
Our Capital Markets Assumptions: How'd We Do?
Greg Allen and Julia Moriarty compare Callan's Capital Markets Assumptions to actual returns since 1989.
January 10, 2024
Stocks Near a Record High, and Bonds Reverse Course
Kristin Bradbury analyzes global stock and bond markets in 4Q23.
January 5, 2024
Grim Economic Forecasts Successfully Thwarted
Kristin Bradbury provides an assessment of the global economy in 4Q23.
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