Investment Insight

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...

Callan Family Office 2023 Review & Outlook

    It is safe to say that 2023 has been a year that has defied prediction of most Wall Street strategists. As you know, at Callan Family Office, we do not follow consensus thinking. This year, we were fully aware of what could go wrong but did not discount what could go right and...

Callan Family Office Webinar Series: Private Credit: The Good, the Bad, and the Ugly

In our latest webinar, Callan Family Office Investment Partner Doug Getty is joined by Catherine Beard of Callan LLC to discuss the opportunities and headwinds facing the private credit market.  

Private Real Estate Falls in 3Q While REITs Lag Equities

  Private Real Estate Falls in 3Q While REITs Lag Equities Download Now   Callan Family Office (“CFO”) is providing the blog post 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 Investors Focus on Exits in 3Q as Activity Drops

  Private Equity Investors Focus on Exits in 3Q as Activity Drops Download Now   Callan Family Office (“CFO”) is providing the blog post 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...

3Q Private Credit Returns Exceed Those of Leveraged Loans

  3Q Private Credit Returns Exceed Those of Leveraged Loans Download Now   Callan Family Office (“CFO”) is providing the blog post 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...

Most Hedge Fund Strategies Ended 3Q Slightly Higher

  Most Hedge Fund Strategies Ended 3Q Slightly Higher Download Now   Callan Family Office (“CFO”) is providing the blog post 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 Webinar Series: The Outlook for Digital Assets

Our Chief Investment Officer Doug Evans spoke with Christine Moy of Apollo Global about the outlook for digital assets and how investors should think about this asset class.  

3Q23 Quarterly Investment Letter

  On September 3rd, 1997, Peter Lynch took to the podium to share his investment insights. The words of the luminary and former manager of the Fidelity Magellan Fund carry weight with eye-catching returns that doubled the S&P 500 during his tenure from 1977 to 1990. His key message was, “There is always something to...

Exploring the Potential for Transforming Office Spaces into Residences

  Exploring the Potential for Transforming Office Spaces into Residences Download Now   Callan Family Office (“CFO”) is providing the blog post 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...

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