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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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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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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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