Up, Up, Up, and Away for Global Equities

.With volatility extremely low and the global economy humming along, equity markets around the world continued their steady march upward in the third quarter, part of what has been dubbed the “everything rally” as bonds and commodities have also done well

Equities Up Around the World in 2nd Quarter

Spurred in part by recovery in Europe, non-U.S. equity markets outperformed U.S. stocks, and emerging markets topped developed markets. The Russell 3000 rose 3.0%, while the MSCI ACWI ex USA Index climbed 5.8%. U.S. Stocks: Shocks, but No Slowing Despite an increase in interest rates and turbulent events in the news, including disruptions within the […]

Non-U.S. Equity: Profits Trump Populism

View PDF A flurry of political skirmishes and uneven growth in Asia failed to deter non-U.S. equity investors, and the “risk-on” theme of last year continued into 2017. The weak U.S. dollar also bolstered overseas returns for U.S. investors. The MSCI ACWI ex USA Index jumped 7.86% during the quarter. All of its sectors were […]

In Context: Global Small Cap Equity

In small cap investing (U.S., international, emerging market, and global small cap) there are exploitable inefficiencies that are less available in large cap. Read on to learn more about some of the opportunities and challenges in this space. Earnings revisions: In the large cap space, companies are typically covered by many sell-side analysts that are […]

Capital Market Projections 2017

View Charticle View Research Each year, Callan develops long-term capital market projections, detailing expected return, standard deviation, and correlations for major asset classes. These projections are the cornerstone for strategic planning. From our Capital Markets Research group: Over the next 10 years, we forecast annual GDP growth of 2% to 2.5% for the U.S., 1.5% to 2% […]