Is It Now Growth at Any Price?
In private investing, it appears that way, but a deeper look suggests there could be a method to the valuation madness.
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CA Answers
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Are Hedge Funds at Risk from Retail-Driven Disorder in Equity Markets?
No, we do not believe that is generally the case. While the recent wild ride of a few companies’ share prices was novel in that it was coordinated by retail investors on the social media platform Reddit, the short coverings that contributed to the price spikes were all too familiar to long-time investors.
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Should Investors Be Concerned About the Degree of Concentration in US Equity Markets?
Yes, because rising concentration reflects rising valuations for the largest stocks, which are likely to serve as a headwind to index returns. Further, the growing market share of these companies increases the potential for rising regulatory oversight.
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Will the US Political Backdrop Be Supportive of Risk Assets in 2021?
As Joe Biden is inaugurated as the 46th president of the United States, and his party holds a majority—albeit slim—in Congress, we believe his key policy initiatives will provide a supportive backdrop for risk assets in 2021.
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Cambridge Conversations: Mary Pang, Head of Global Private Client Practice
Mary Pang, Head of the Global Private Client Practice, discusses the unique considerations families face when investing for the long term, how wealth owners think about creating legacies with their assets, and the role private clients are playing in navigating and effecting change by investing for social impact.
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Markets Price in Gridlock as Prospects for a Divided US Government Materialize
As many had expected, the US presidential election turned into more of a process than an event. Whatever the outcome, history has shown that markets are fairly agnostic to which political party holds power in the United States.
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Is Distressed Real Estate Actionable Today?
Yes, but the opportunity set is currently limited. To date, the large amount of government stimulus and lax credit enforcements, the differentiated impact of COVID-19 on real estate sectors, and the challenges associated with valuing assets have worked to keep broad-based distress at bay for now.
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Cambridge Conversations: Ashby Hatch, Head of Global Investment Research
Ashby Hatch, Head of Global Investment Research, discusses Cambridge Associates’ investment due diligence process and how the firm is pivoting in this new environment to continue to find and access best-in-class investment ideas around the globe.
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Do Opportunities Remain for Investors After the Broad Market Recovery?
While investors should consider making tactical changes because of valuation differentials exacerbated by the COVID-19 pandemic, they should size them appropriately given elevated uncertainty.
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Should Investors Trim Gold Exposure, Given the Rally in Prices?
Yes, investors who have made tactical bets in gold should consider scaling back their positions and locking in some gains.
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