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Callan Family Office

Categories: Defined Contribution

August 18, 2023
S&P Global Moves Away from Numeric ESG Credit Indicators
Kristin Bradbury explains why S&P Global dropped its numeric credit indicators and what it means.
August 16, 2023
Is Recession Risk Really Off the Table?
Jay Kloepfer analyzes the U.S. economy in 2Q23 and the prospects for a recession.
August 11, 2023
Private Real Estate Falls Again; REITs Gain but Trail Stocks
Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and other real assets' performance in 2Q23.
August 3, 2023
An Investor's Guide to the Nasdaq-100's Special Rebalance
Mark Wood analyzes the special rebalance implemented by the Nasdaq-100.
July 18, 2023
Tech Stocks Lead U.S. Indices Higher; Rate Increases Send Bonds Lower
Kristin Bradbury assesses the global stock and bond markets in 2Q23.
July 7, 2023
The Global Economy: Too Good to Be True?
Kristin Bradbury assesses the global economy in 2Q23 and what it might hold for the rest of the year.
June 9, 2023
The ESG Rule Explained, Part 4: The DOL's Goals
Tom Shingler interviews a legal expert on the ESG rule issued by the Department of Labor.
June 9, 2023
The ESG Rule Explained, Part 3: Shareholder Rights
Tom Shingler interviews a legal expert on the ESG rule issued by the Department of Labor.
June 9, 2023
The ESG Rule Explained, Part 2: DC Plan Lineups
Tom Shingler interviews a legal expert on the ESG rule issued by the Department of Labor.
June 9, 2023
The ESG Rule Explained, Part 1: Fiduciary Principles
Tom Shingler interviews a legal expert on the ESG rule issued by the Department of Labor.
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