Callan Family Office 3Q 2025 Investment Letter
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 […]
Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient
Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy […]
Private Equity Activity Perks Up in 1Q25, but Risks Loom
Private Equity Activity Perks Up in 1Q25, but Risks Loom Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their […]
Private Credit Holds Ground Amid Competitive Pressures
Private Credit Holds Ground Amid Competitive Pressures Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy or completeness. […]
Market Strategist RaeAnn Mitrione Discusses UHNW Portfolio Needs with Bloomberg News
Our Market Strategist and Investment Partner RaeAnn Mitrione joined Bloomberg Radio recently to discuss how ultra-high-net-worth investors are allocating their money in the current market.
How Will the Growing Federal Debt Affect Callan LLC’s Capital Markets Assumptions?
How Will the Growing Federal Debt Affect Callan LLC’s Capital Markets Assumptions? Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as […]
New Tax on Endowments Will Likely Lead to Portfolio Management Changes
New Tax on Endowments Will Likely Lead to Portfolio Management Changes Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to […]
The 2Q 2025 Callan Periodic Table of Investment Returns
Please find attached The Callan Periodic Table of Investment Returns for the past five years ending December 2024 and through June 2025. This table visually represents the returns from most public asset classes available to investors, many of which are represented in Callan Family Office client portfolios. The returns are ranked annually from best (top […]
Callan LLC 2Q Market Analysis: Global Stocks Top U.S. Equities; Fixed Income Sees Modest Gains
Global Stocks Top U.S. Equities; Fixed Income Sees Modest Gains Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their […]
Callan LLC 2Q Global Analysis: Tariffs, Tax Cuts, and ‘TACO’: What a Quarter!
Tariffs, Tax Cuts, and ‘TACO’: What a Quarter! Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy or […]