Energy Transition Is Having a Moment, but Does It Have Staying Power?
Jan Mende describes energy-transition investments and how they can be incorporated into the portfolios of institutional investors.
Year Ends on a High Note for Hedge Fund Managers After Tough Start
Joe McGuane analyzes hedge fund and MAC performance in 4Q22 and for the full year 2022, a challenging environment for managers.
Private Equity Decelerated in 2022, with the Outlook for 2023 Very Unclear
The Alternatives Consulting Group provides an overview of private equity activity in 4Q22 and for the full year.
Investor Appetite for Private Credit Continues, but Strategies of Interest Shift
Catherine Beard assesses private credit performance in 4Q22 and for 2022 as investor appetite for the asset class continues.
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.
Making Sense of the Private Real Estate Market Environment
Aaron Quach helps institutional investors make sense of the valuations for their private real estate investments in the current interest rate environment.
Callan Discount Rate Reporter: December 2022
The Corporate DB Plan Focus Group produces a monthly update on the impact of interest rates on corporate defined benefit plans.
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.
Callan Discount Rate Reporter: November 2022
The Corporate DB Plan Focus Group produces a monthly update on the impact of interest rates on corporate defined benefit plans.