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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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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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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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Yes, investors who have made tactical bets in gold should consider scaling back their positions and locking in some gains.
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On July 21, EU leaders reached agreement on a €750B COVID-19 recovery fund, composed of grants and loans, and settled on a €1.074T budget for the next seven-year period.
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No, we’re optimistic about this diverse collection of companies, and we think investors without dedicated allocations should establish toe-hold positions in developed markets (DM) small-cap equities funded from DM mid- to large-cap peers.
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In June, Cambridge Associates hosted a webinar entitled The Path Ahead: From a Bear Market to the New Normal. In this discussion, Deirdre Nectow, Head of Global Business Development and Client Service spoke with Co-Head of US Growth and Venture Investing Theresa Sorrentino Hajer and Chief Investment Strategist Celia Dallas about what the path to recovery…
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While increased remote working will certainly be a headwind for office demand, the notion that it will result in the “death of the office,” as some reports have suggested, seems unlikely given a number of mitigating factors.
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Investors should maintain a healthy degree of skepticism about the ability of the global economy and risky assets to manage a V-shaped recovery.
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Today, there is a deep pain being felt across the country and in the hearts of many around the globe. The senseless death of George Floyd at the hands of Minneapolis police has, once again, caused anger, fear, and trauma across our communities. But this trauma is not new – it has lived with us…
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