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Callan Family Office

Tags: U.S. Equities

October 8, 2024
Are Equity Returns More Volatile in an Election Year? It Depends!
Two Callan experts assess how the 2024 election may affect stock returns by looking to history.
October 8, 2024
Stellar Markets Across Asset Classes
Callan expert assesses the global markets in 3Q24 and the outlook heading into the election.
September 4, 2024
Navigating U.S. Equity Concentration: A Look at Global Stocks
Callan global ex-U.S. equities expert assesses U.S. equity concentration and opportunities outside the U.S.
July 11, 2024
The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers
Callan expert analyzes the impact of Supermicro on small cap growth managers.
July 9, 2024
Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds
Callan expert analyzes the global stock and bond markets in 2Q24.
May 28, 2024
A Deeper Look at How We Did With Our Capital Markets Assumptions
An analysis of how Callan's Capital Markets Assumptions performed over time by asset class.
May 23, 2024
Is This a Time for Active Managers to Shine?
A post from a member of the Callan Nonprofit Group on how dispersion affects active management.
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.
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
January 10, 2024
Stocks Near a Record High, and Bonds Reverse Course
Kristin Bradbury analyzes global stock and bond markets in 4Q23.
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