Wall Street Bets on Transitory Bumps in Inflation
Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic.
Tips on TIPS
Kristin Bradbury explains TIPS and their potential role in investment portfolios.
Equities Off to a Strong Start; Inflation Fears Haunt Bonds
U.S. equities outpaced global stocks in 1Q21. The 10-year U.S. Treasury yield hit its highest intraday yield in 15 months during the quarter.
The Story Behind Callan’s 2021 Capital Markets Assumptions
An explanation of Callan’s 2021-2030 Capital Markets Assumptions, how they were developed, and what changed from last year’s projections.
Risky Business Update: Investors Face Additional Challenges amid Increased Uncertainty
An update to our original research on how much risk investors need to take to achieve targeted returns over time.
Captive Insurance Stepped in to Ease Pandemic’s Blow. Now What?
Captive insurers have been able to support their parent organization during COVID-19 by providing relief from business interruption losses.
Markets’ Upward Trajectory Continues
A look at market performance in 4Q20 for global and U.S. equities, bonds, and real assets.
Equities Stage Big Rebound, While Bonds See Small Gains; Real Assets Mixed
Equity Markets U.S. stock indices continued to rebound from the 1Q plunge; the Russell 1000 was up more than 50% from the low reached on March 23. The S&P 500 Index was up 8.9% for the quarter, bringing its year-to-date result to 5.6%. However, returns among constituents painted starkly different pictures. Consumer Discretionary (+15%) was […]
How ESG-Minded Investors Can Help Address the Affordable Housing Crisis
Institutional investors with a focus on environmental, social, and governance (ESG) investing can help address the housing crisis through investment opportunities in both the public and private markets…
Stocks Rebound in 2Q20; Fixed Income Sees More Modest Returns
U.S. stocks posted double-digit returns, with big gains in global ex-U.S. markets. Treasuries were range-bound during the quarter and most fixed income indices posted solid but not spectacular returns