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Public Markets

The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers

Nicole Wubbena
4 min 3 sec
Callan expert analyzes the impact of Supermicro on small cap growth managers.
Public Markets

Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds

Kristin Bradbury
3 min 8 sec
Callan expert analyzes the global stock and bond markets in 2Q24.
Operations

A Guide to Sequence-of-Returns Risk for Nonprofits

Kevin Machiz
2 min 32 sec
An explanation of how nonprofits can use sequence-of-returns risk analysis.
Operations

A Guide to Sequence-of-Returns Risk for TDF Glidepaths

Kevin Machiz
2 min 16 sec
An explanation of how public DB plans can use sequence-of-returns risk analysis.
Macro Trends

Politics Upstage Economic News

Kristin Bradbury
7 min 49 sec
Callan expert analyzes global economic issues in 2Q24 and the implications of political upheaval.
Operations

A Guide to Sequence-of-Returns Risk for Corporate DB Plans

Kevin Machiz
3 min 18 sec
An explanation of how corporate DB plans can use sequence-of-returns risk analysis.
Operations

A Guide to Sequence-of-Returns Risk for Public DB Plans

Kevin Machiz
3 min 33 sec
An explanation of how public DB plans can use sequence-of-returns risk analysis.
Operations

A Guide to Sequence-of-Returns Risk for Taft-Hartley Plans

Kevin Machiz
4 min 11 sec
An explanation of how Taft-Hartley plans can use sequence-of-returns risk analysis.

Defined benefit

Public Markets

The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers

Nicole Wubbena
4 min 3 sec
Callan expert analyzes the impact of Supermicro on small cap growth managers.
Public Markets

Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds

Kristin Bradbury
3 min 8 sec
Callan expert analyzes the global stock and bond markets in 2Q24.
Macro Trends

Politics Upstage Economic News

Kristin Bradbury
7 min 49 sec
Callan expert analyzes global economic issues in 2Q24 and the implications of political upheaval.
Operations

A Guide to Sequence-of-Returns Risk for Corporate DB Plans

Kevin Machiz
3 min 18 sec
An explanation of how corporate DB plans can use sequence-of-returns risk analysis.
Operations

A Guide to Sequence-of-Returns Risk for Public DB Plans

Kevin Machiz
3 min 33 sec
An explanation of how public DB plans can use sequence-of-returns risk analysis.
Operations

A Guide to Sequence-of-Returns Risk for Taft-Hartley Plans

Kevin Machiz
4 min 11 sec
An explanation of how Taft-Hartley plans can use sequence-of-returns risk analysis.
Private Markets

Commercial Real Estate Capital Markets: Insights for Institutional Investors

Christine Mays
3 min 42 sec
A blog post on the state of the commercial real estate capital markets.
Operations

A Deeper Look at How We Did With Our Capital Markets Assumptions

Julia Moriarty
1 min 52 sec
An analysis of how Callan's Capital Markets Assumptions performed over time by asset class.

Defined contribution

Public Markets

The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers

Nicole Wubbena
4 min 3 sec
Callan expert analyzes the impact of Supermicro on small cap growth managers.
Public Markets

Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds

Kristin Bradbury
3 min 8 sec
Callan expert analyzes the global stock and bond markets in 2Q24.
Operations

A Guide to Sequence-of-Returns Risk for TDF Glidepaths

Kevin Machiz
2 min 16 sec
An explanation of how public DB plans can use sequence-of-returns risk analysis.
Macro Trends

Politics Upstage Economic News

Kristin Bradbury
7 min 49 sec
Callan expert analyzes global economic issues in 2Q24 and the implications of political upheaval.
Operations

A Deeper Look at How We Did With Our Capital Markets Assumptions

Julia Moriarty
1 min 52 sec
An analysis of how Callan's Capital Markets Assumptions performed over time by asset class.
Private Markets

Private, Public Real Estate Indices Fall on Rate Concerns

Aaron Quach
1 min 55 sec
Callan experts analyze commercial real estate and REITs in 1Q24.
Macro Trends

Investors, Be Careful for What You Wish

Jay Kloepfer
3 min 57 sec
Callan expert analyzes the 1Q24 global economy and Federal Reserve policy.
Operations

The Newest and Final 'Fiduciary Rule'

Jana Steele
2 min 36 sec
What the Department of Labor's Final Fiduciary Rule means for DC plan sponsors.

Nonprofit

Public Markets

The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers

Nicole Wubbena
4 min 3 sec
Callan expert analyzes the impact of Supermicro on small cap growth managers.
Public Markets

Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds

Kristin Bradbury
3 min 8 sec
Callan expert analyzes the global stock and bond markets in 2Q24.
Operations

A Guide to Sequence-of-Returns Risk for Nonprofits

Kevin Machiz
2 min 32 sec
An explanation of how nonprofits can use sequence-of-returns risk analysis.
Macro Trends

Politics Upstage Economic News

Kristin Bradbury
7 min 49 sec
Callan expert analyzes global economic issues in 2Q24 and the implications of political upheaval.
Private Markets

Commercial Real Estate Capital Markets: Insights for Institutional Investors

Christine Mays
3 min 42 sec
A blog post on the state of the commercial real estate capital markets.
Operations

A Deeper Look at How We Did With Our Capital Markets Assumptions

Julia Moriarty
1 min 52 sec
An analysis of how Callan's Capital Markets Assumptions performed over time by asset class.
Public Markets

Is This a Time for Active Managers to Shine?

Tony Lissuzzo
4 min 26 sec
A post from a member of the Callan Nonprofit Group on how dispersion affects active management.
Private Markets

Significant Drops in Private Equity Activity From Peak Years of 2021-22

Ashley Kahn
1 min 39 sec
Callan expert analyzes private equity activity in 1Q24, from fundraising to exits.

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