This past quarter, headlines captured much of the attention. Yet, at Callan Family Office, we believe that the less visible forces shape market direction. In this regard, AI remains the dominant focus, even as much of the activity continues to take place in the private markets. Public markets are shaped by fundamentals like earnings growth and interest rates, but today’s market is also propelled by a technological wave reminiscent of the internet’s mainstream adoption.
AI is one of the most important developments in a long time, and its impact continues to be a driving force in our investment thesis.
We are pleased to share our 3Q Investment Letter, where we dive deep into our thinking around the impact of technology on your portfolios.
As always, our priority is helping you navigate these forces with discipline and foresight.
Please reach out to your relationship team to learn how these themes are incorporated into your individualized portfolio.
For our latest insights, please read our 3Q Investor Letter.