President Biden Vetoes Congressional Bill to Overturn ESG and Proxy Voting Rule

On March 20, 2023, President Biden vetoed legislation that would have blocked the enactment of the U.S. Department of Labor (DOL) final rule released on Nov. 22, 2022.

Callan’s 2023 Capital Markets Assumptions: A Behind-the-Scenes Look

This blog post details the process and reasoning behind the Callan Capital Markets Assumptions for 2023-2032, and provides detailed information about risk and return for major asset classes.

Our Capital Markets Assumptions: How’d We Do?

Greg Allen and Julia Moriarty examine how Callan’s Capital Markets Assumptions compared to actual returns over time.

Risky Business Update: After a Historic Year, What’s Changed?

Julia Moriarty provides an update to our famous “Risky Business” pie charts using our latest Capital Markets Assumptions.

Is a Recession Inevitable in 2023?

Jay Kloepfer analyzes the U.S. economy in 2022 and the outlook for inflation, GDP, and interest rates in 2023.

NCREIF Property Index Falls 3.5% and REITs Lag Equities

Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and real assets activity in 4Q22.

How SECURE 2.0 Affects DC Plans

Jana Steele, Patrick Wisdom, and Greg Ungerman explain the changes to DC plans stemming from SECURE 2.0.

Global Stocks Rebound in 4Q; Fixed Income Suffers Dreadful Year

Kristin Bradbury analyzes global equity and fixed income markets in 4Q22 and for the full year.

Amidst the Wreckage, Silver Linings Are Visible

Kristin Bradbury assesses the global economy in 4Q22 and what inflation, interest rate hikes, COVID, and the Ukraine war mean for institutional investors.

Unlocking the Secrets of the ‘Data Vault’

Bo Abesamis describes the Callan “Data Vault,” a repository where data is collected, cleansed, aggregated, and curated.