What’s Next for the Post-Pandemic Economy?
Jay Kloepfer analyzes the U.S. economy in 2021 and provides an outlook for 2022.
Can U.S. Equities Outrun Inflation?
Adam Lozinski and Gordon Weightman analyze the long-term performance of U.S. equities compared to inflation.
The Road to Building Better Infrastructure Benchmarks
Jan Mende explains how infrastructure benchmarks are evolving and becoming more sophisticated.
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.
Cautiously Optimistic Forecast on the Economy, Tempered by Clouds
Kristin Bradbury analyzes the U.S. economy in 4Q21 and the macroeconomic outlook for 2022.
Do Fiscal Policies Influence Investment Returns?
Paul Erlendson examines whether fiscal policy and tax rates affect investment returns.
What We Found in Our Latest Private Equity Fees and Terms Study
Ashley Kahn updates our annual Private Equity Fees and Terms Study with a significantly larger dataset.
How Investors Should Respond to Evergrande and China’s Regulatory Crackdown
Fanglue Zhou analyzes how China’s recent challenges impact institutional investors’ emerging market allocations.
Virtuous Circle of Rising Valuations and Liquidity
Gary Robertson analyzes private equity activity, including fundraising, investments, exits, and returns, for 3Q21.