The fall issue of CA Perspectives covers a variety of topics that investors are talking about today.
- Our new feature called “Cambridge Conversations” aims to give clients deeper knowledge of the people leading our firm. In this issue, we profile David Jallits and Global Investment Research. Dave discusses Global Investment Research in general, explains how we identify and capitalize on new ideas, and outlines his vision and philosophy for the research organization going forward.
- In “What Really Drives Private Investment Performance?” Jeff Mansukhani debunks the common perception that access-constrained managers typically equate to top-performing funds in the private investment space.
- In “Considering Currency: A European Family Perspective” Chris Ivey and Naomi Friend explain how currency risks affect global investors, particularly European families, and offer strategies for addressing these risks within the portfolio.
- CA Perspectives speaks with President Martin Landaluce and Executive Director David Tancredi of The Fondation Leducq about the foundation’s focus on funding internationally collaborative research in cardiovascular and neurovascular disease. We also remember the matriarch of the foundation and the Leducq family, Madame Sylviane Leducq, on the occasion of her passing one year ago.