Skip to Main Content

Search Results

Showing 1 - 10 of 91 results for ‘covid’

Hospitals Seek Liquidity to Get Through Crisis

Before COVID-19 most hospitals generated liquidity from their operating model. In our May 2020 survey of 27 hospital systems, we learned that COVID-19 has driven hospitals to search for liquidity from multiple sources, including, for some, the investment portfolio.

Managing COVID-Related Volatility

In the latest Pensions Age podcast, Laura Blows speaks to Cambridge Associates Head of European Pension Practice, Alex Koriath, about the COVID-19 related market volatility and how pension funds can prepare for the challenges ahead. Listen to the full podcast below.

GP-led secondaries to increase in post-Covid-19 resurgence

General partner-led secondaries deals – when an asset or portfolio of assets is purchased from one fund and put into a new vehicle – are set to increase as the coronavirus pandemic pushes more buyout groups to find ways to hold on to good assets and provide much-needed liquidity to limited partners. In this article […]

VantagePoint: Resilience in a Time of Uncertainty

Global inflation has been higher and more persistent than most economists anticipated. Some inflationary pressures related to the pandemic have started to show signs of easing, but new pressures related to Russia’s invasion of Ukraine and lockdowns associated with China’s “zero-COVID” policy create new challenges. At the same time, central banks have declared war on […]

Benefits of Global Diversification

Investors are now grappling with the impact of the COVID-19 pandemic, which has sent global equities into bear market territory as the threat of a severe recession weighs on the global economy. These are challenging, uncertain times for equity markets. As investors work to ensure their portfolios will be robust through this downturn and are positioned for the eventual rebound, we offer a review of the critical benefits of global equity diversification and examine considerations related to home bias, rebalancing strategies, and currency impacts.

Navigating Healthcare System Investments Through the Coronavirus Crisis

April 8, 2020—The COVID-19 pandemic has inflicted significant duress upon the operational and financial situations of nonprofit healthcare systems. An immediate response was necessary to escalate staffing, spending, and resources to provide emergency treatment to those affected by this highly contagious outbreak.

Global ex US PE/VC Benchmark Commentary: Calendar Year 2020

In 2020, the Cambridge Associates LLC Developed Markets (ex US) Private Equity and Venture Capital (PE/VC) Index® returned 33.1% in USD terms. The index suffered in first quarter during the onset of the COVID-19 pandemic but recovered quickly and ended the year with the fourth-highest quarterly return since the inception of the benchmark. Because the […]

Can Value Stocks Continue to Outperform the Broad Market?

Yes, we believe value stocks can resume their leadership relative to the broad market over the next six to 12 months, provided we are correct in our assessment that the economic impact of COVID-19 Delta variant will be limited in major developed markets and China.