Investment Insight

Callan Family Office 1Q24 Quarterly Investment Letter

As the financial markets pendulum moves from greed to fear, opportunities will present themselves. This is a constant, but so, too, will be the characteristics of the investments we covet. Our bar remains high even amid a barrage of trading around us. In our 1Q24 Quarterly Investment Letter, we explore the current economic and...

Multi-Family Apartments: The Biggest Kid on the Rental Housing Block

Multi-Family Apartments: The Biggest Kid on the Rental Housing Block 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...

The Health of the American Consumer Is Stronger Than Expected

Over the past year, the U.S. has seen strong economic indicators across four key metrics – job growth, wealth levels, consumer confidence and housing – and all signs point to a positive long-term outlook for American consumers. Why? Our Chief Investment Officer Doug Evans and Investment Partner Patrick Thompson recently shared their economic insight with...

A Strong Finish in 2023 Bodes Well for Hedge Funds in 2024

A Strong Finish in 2023 Bodes Well for Hedge Funds in 2024 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 Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know

The Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know 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...

Private Equity Sees a Big Slowdown After the Frenzy of 2021

Private Equity Sees a Big Slowdown After the Frenzy of 2021 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...

Private Real Estate Falls But REITs Outpace Stocks in 4Q

Private Real Estate Falls But REITs Outpace Stocks in 4Q 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 Performance Tops Leveraged Loan Index Over Longer Time Periods

Private Credit Performance Tops Leveraged Loan Index Over Longer Time Periods 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...

Hedge Funds Gains in 4Q23 Spurred by Rising Stocks and Bonds

Hedge Funds Gains in 4Q23 Spurred by Rising Stocks and Bonds 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 Insights: The January 31st Federal Reserve Announcement

On January 31st, the Federal Reserve released their announcement from the January 30-31st meeting. Following the meeting the Fed Chair was interviewed by the media. Questions in the Q&A revolved around the timing of the next rate cut (with the implication that no further rate hikes are pending). Chairman Powell shared that the Fed was seeing data...

The Callan Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns, issued by Callan LLC, tracks returns for the past 20 years ending December 2023. 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 from best to worst. Given...

Callan Family Office and Callan LLC Fourth Quarter Perspectives

As Nassim Taleb said in his book Antifragile, “Invest in preparedness, not in prediction.” In 2023, his comments could not have been more fitting. It would have been convenient to align with the widespread cynical views to start the year, but investing in-line with those dire predictions would have proven costly. Robust economic...

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