Private Credit Appeals to Investors in a Low-Yield Environment

Catherine Beard analyzes private credit trends for 2021 and the start of 2022.

Equity, Fixed Income Indices Fall; Commodities a Rare Bright Spot

Kristin Bradbury assesses global stock, bond, and real assets markets in 1Q22.

Hedge Funds and Ukraine: A Guide for Institutional Investors

Joe McGuane analyzes hedge fund performance in 2022 and how managers are handling the volatility stemming from the invasion of Ukraine.

A High-Level Summary of the Callan 2022-2031 Capital Markets Assumptions

This blog post details the process and reasoning behind the Callan Capital Markets Assumptions for 2022-2031, and provides detailed information about risk and return for major asset classes.

Considering Reinsurance in an Institutional Portfolio

Sean Lee explains the concept of reinsurance and why it can be a compelling addition to an institutional portfolio.

Rising Rates! Why the Heck Do We Own Bonds?

Alex Browning and Adam Lozinski analyze how investment-grade bonds can fit into nonprofit portfolios.

Small Gains in U.S. Equities and Fixed Income, but Losses Globally

Kristin Bradbury analyzes U.S. and global equity and fixed income activity in 3Q21.

Will Headwinds or Tailwinds Prevail?

Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.

Seeking Yield in All the Right Places

Our Global Manager Research group explains how investment-grade private placements can help insurance investors meet their return goals without disproportionately adding risk.

Gains for Just About Every Asset Class in 2Q21

Kristin Bradbury assesses how U.S. and global stock, fixed income, and real assets markets performed in 2Q21.