Investors are facing a challenging period for earning what they spend and achieving adequate portfolio diversification. With most DM sovereign bond yields near or below zero, expected returns for bonds are at all-time lows and diversification qualities are constrained. In this edition of VantagePoint, we evaluate defense and diversification options to identify a modern approach to diversification in this low-yield era.
All our latest insights on COVID-19's impact on the investment landscape, updated as things change.
More than half of 2020 respondents were active in sustainable, impact or ESG investing.
Yes, because rising concentration reflects rising valuations for the largest stocks, which are likely to serve as a headwind to index returns.
We are a global investment firm with one goal: generating long-term outperformance so you can maximize your impact on the world.
Our well-established investment platform and manager network are built to drive better outcomes.
Our investment professionals bring knowledge and acumen built over decades of experience across client types and asset classes.
Your investment team works diligently to understand your unique needs and customizes a portfolio and experience to match.
As an independent firm, we have no other business agendas competing for our best ideas and our decisions are motivated only by your interests.
As 2020 comes to a close, we expect some key investment drivers to persist into next year. While our views speak to many different challenges confronting investors, including the poor bond yields on offer, the fate of US-China relations, and where to find growth, they are rooted in the belief that 2021 will be a year of healing for the global economy.
The historic milestone reached when the white smoke emerged from Brussels and London on 24 December 2020 represents the end of the beginning in the establishment of the new relationship between the UK and EU, rather than an end in itself. Nonetheless, with the lingering threat of a tumultuous no-deal exit now removed, the headwind that this represented to the performance of UK assets has now subsided.
Investors have predominantly relied on developed markets sovereign bonds for defense in balanced portfolios, but low rates have diminished their diversification characteristics.
Private investors and wealthy families face distinct portfolio management complexities. Our latest paper details how we build and manage portfolios to meet each private client’s long-term goals.
Register today for our Private Investments Summit on March 11th from 10:30am – 3:00pm ET. Join us as we uncover how investors can maintain long-term focus on private investments, while enduring volatility from all sides. If you’re interested, please email events@cambridgeassociates.com
Healthcare systems appear to have navigated the most severe financial impact of the pandemic. We believe the present time provides an opportunity to reset investment strategy and recalibrate portfolios as necessary.
In this episode, we discuss the heightened focus on sustainable investing as well as a few key trends that will have implications for investment portfolios. We also talk green-washing within the industry and how to identify asset managers who are incorporating sustainability into their investment process effectively.
