Capital Markets Assumptions and the Future

CEO and Chief Research Officer Greg Allen and Senior Vice President Julia Moriarty analyze how Callan’s capital markets assumptions have compared to actual returns.

DC Plans Continue Laser-Focus on Fees, Exclusive Callan Survey Finds

Jamie McAllister provides a high-level summary of the 2022 DC Trends Survey.

Why It Was a Tough 4Q21 for Large Cap Growth Managers

David Wang analyzes the tough market environment for large cap growth investment managers in 4Q21.

Risky Business Update: Rising Inflation and Continued Uncertainty Challenge Investors

Julia Moriarty updates Callan’s “risky business” model to reflect our latest Capital Markets Assumptions.

What’s Next for the Post-Pandemic Economy?

Jay Kloepfer analyzes the U.S. economy in 2021 and provides an outlook for 2022.

The Supreme Court Weighs in on Northwestern DC Case

Jana Steele explains the implications of the Supreme Court’s Northwestern ruling for DC plan sponsors.

DOL Shifts Tone on Private Equity in DC Plans

Patrick Wisdom analyzes the new DOL guidance on the role of private equity in DC plans.

Can U.S. Equities Outrun Inflation?

Adam Lozinski and Gordon Weightman analyze the long-term performance of U.S. equities compared to inflation.

Exclusive Callan Study Analyzes Investment Management Fees Paid by Institutional Investors

Butch Cliff provides the latest update for our proprietary investment management fee study.

U.S. Stocks Thrive While Global ex-U.S. Shares Lag; U.S. Fixed Income Flat

Kristin Bradbury analyzes 4Q21 performance for U.S. and global equities and fixed income.