Our Capital Markets Assumptions: How’d We Do?

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Greg Allen and Julia Moriarty compare Callan’s Capital Markets Assumptions to actual returns since 1989.

Risky Business Update: Our 2024 CMAs Change the Equation

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

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

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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?

Dart arrow hitting in the target center of dartboard

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?

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

Changing Horses Midstream: Why We Released Preliminary 2023 CMAs Now

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Jay Kloepfer explains why we released the preliminary 2023-2032 Capital Markets Assumptions.

A High-Level Summary of the Callan 2022-2031 Capital Markets Assumptions

This blog post details the process and reasoning behind the Callan Capital Markets Assumptions for 2022-2031, and provides detailed information about risk and return for major asset classes.

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.

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.

After a Remarkable 2021, a Closer Look at Public DB Fiscal Year Returns Over Time

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One needs to go back to 1985 to find a single year with a return higher than what the median public plan achieved during 2021.