Are Equity Returns More Volatile in an Election Year? It Depends.
Are Equity Returns More Volatile in an Election Year? It Depends 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 […]
RaeAnn Mitrione Joins Bloomberg Surveillance to Discuss Our Approach to Ultra-High-Net-Worth Families
Callan Family Office 3Q Investment Letter
Our investment team recently listed our third-quarter investment letter, laying out our views of the market dynamics so far this year, and what to expect in the fourth quarter. Please let us know if you have any questions or would like to discuss further. For our latest insights, please read our 3Q Investor Letter.
Callan LLC 2024 Private Equity Fees and Terms Study
Callan LLC 2024 Private Equity Fees and Terms Study 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 […]
Hedge Funds Gain, Capitalizing on Volatility
Hedge Funds Gain, Capitalizing on Volatility 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. Callan […]
Private Real Estate Income Is Positive, but Appreciation Falls
Private Real Estate Income Is Positive, but Appreciation Falls 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 Credit Gains Outpace Leveraged Loans Over Time; Spreads Contract
Private Credit Gains Outpace Leveraged Loans Over Time; Spreads Contract 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 […]
What to Know About Private Equity, Venture Capital Growth in 2Q24
What to Know About Private Equity, Venture Capital Growth in 2Q24 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 […]
Callan Family Office August 5, 2024, Market Analysis
On August 5, 2024, the broader stock indices had their worst session in more than two years. Our investment team issued a client alert with our perspective. Bottom line: Market corrections are normal and common, and the data we are looking at does not suggest a recession is in our imminent future. Please let us […]
The 1H 2024 Callan Institute Periodic Table of Investment Returns
The Callan Institute Period Table of Investment Returns, issued by Callan LLC, tracks returns for the past several years ending December 2023 and monthly through June 2024. This table pictorially represents the returns from most public asset classes available to investors and many are represented in Callan Family Office client portfolios. The returns are ranked […]