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Callan Family Office

Categories: Insurance Assets

November 9, 2022
Mayhem Continues in the Capital Markets
Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.
November 8, 2022
Private Real Estate Gains, but REITs Fall; Commodities Also Dip
Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and real assets performance in 3Q22.
November 8, 2022
3Q22 Private Equity Activity Dips but Reflects Pre-Pandemic Levels
Gary Robertson analyzes private equity activity through all stages of the investment cycle in 3Q22.
October 12, 2022
There Was Really No Place to Hide in World Markets
Kristin Bradbury analyzes global equities, fixed income, and real assets markets in 3Q22, where there really was no place to hide.
October 7, 2022
Global Challenges Wreak Havoc on Economies
Kristin Bradbury examines the issues facing the global economy in 3Q22 and what they mean for investors.
September 22, 2022
PCE and CPI: What’s the Difference?
Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.
August 26, 2022
Changing Horses Midstream: Why We Released Preliminary 2023 CMAs Now
Jay Kloepfer explains why we released the preliminary 2023-2032 Capital Markets Assumptions.
August 11, 2022
Private Real Estate Strong; REITs Lag Equities
Private real estate performed well in 2Q22 while REITs lagged equities. Real assets saw widespread drops.
August 8, 2022
Tough Environment Leads to Losses for Hedge Fund Managers
Joe McGuane analyzes hedge fund and MAC performance in 2Q22.
August 8, 2022
Private Equity Shows Persistence Amid Volatile Markets
Gary Robertson provides an analysis of private equity activity in 2Q22, from fundraising to exits to returns.
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