Investment Insight

Callan Family Office 4Q 2024 Investment Letter

Our investment team issued our fourth-quarter investment letter on December 31, 2024, laying out our views of the market dynamics in the most recent quarter, and what to expect in 2025. Please let us know if you have any questions or would like to discuss further. For our latest insights, please read our 4Q Investor...

Hawkish Cuts and Stormy Skies: Callan LLC 4Q 2024 Investor Letter

Hawkish Cuts and Stormy Skies: Callan LLC 4Q 2024 Investor Letter 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...

Strong U.S. Economy Refuses to Cooperate

Strong U.S. Economy Refuses to Cooperate 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...

Callan Family Office Webinar Series: Outlook for U.S. Economy and Markets with Rick Rieder of BlackRock

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, sat down for a conversation with Investment Management Partner Justin McKnight in our latest Callan Family Office webinar. One of the most respected voices in fixed income, Mr. Rieder shared his thoughts on navigating interest rates, fixed income opportunities, and what we should anticipate...

RaeAnn Mitrione Tells Bloomberg News Why We Suggest Being Fully Invested

“Stay fully invested” is the key takeaway from RaeAnn Mitrione’s recent Bloomberg Radio appearance. Watch her interview to learn more about how the market is performing, what we are looking at as we head into 2025, and how we are positioning client portfolios.

Callan Family Office Webinar Series: Post-Election Tax Planning

With election day behind us, now is the time to focus on the impact it may have on your tax strategy. One question looms large for individuals and families alike: What will the future hold for tax laws, and how will these changes affect your financial decisions? In our latest Callan Family Office webinar, Managing...

Higher Beta Hedge Fund Strategies Have a Strong Quarter

Higher Beta Hedge Fund Strategies Have a Strong 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...

Private Credit Managers Outperform Leveraged Loans

Private Credit Managers Outperform Leveraged Loans 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...

Fewer Funds Raised in Private Equity, but More Dollars Flow into Them

Fewer Funds Raised in Private Equity, but More Dollars Flow into Them 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...

The 3Q 2024 Callan Institute Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns, issued by Callan LLC, tracks returns for the past couple of years ending December 2023 and monthly through September 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 annually...

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

https://vimeo.com/1017240958

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