Our Capital Markets Assumptions: How’d We Do?
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
Julia Moriarty provides an update to our famous “Risky Business” pie charts using our latest Capital Markets Assumptions.
Our Capital Markets Assumptions: How’d We Do?
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?
Julia Moriarty provides an update to our famous “Risky Business” pie charts using our latest Capital Markets Assumptions.
Putting 2022 Public DB Plan Performance into Perspective
We review public DB plan returns in calendar year 2022 and puts them in historical context.
Yes, 2022 Was Awful for Public DB Plan Returns. But the Last Decade Has Been Great.
Weston Lewis and Brad Penter analyze 2022 returns for public DB plans and provide historical context.
Happy Anniversary, Black Monday
The U.S. stock market reached a new high today, coinciding with the 30th anniversary of Black Monday, an event of now-mythic proportions.
Expectations and Diversification
The Capital Markets Research Group conducts strategic planning projects, education sessions and general research for our clients. The Group’s discussions are often very big picture–in what should we invest, and why? These discussions are on the front end of potential changes to strategy, to plan design, to portfolio implementation, and to plan sponsors’ expectations for […]
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% […]
Risky Business
Download PDF Interest rates are historically low in the U.S. and abroad. Couple this with modest growth, and fund sponsors reluctant to lower return expectations face one of the most difficult investing environments in history. To find out how difficult, our experts wondered, “What would an investor need to do to achieve a 7.5% return […]