Sustainable Investing in Focus: Investing in Circularity

In the fourth episode of Sustainable Investing in Focus, Ratana Tra, Senior Investment Director, and Alice Blackorby, Associate Investment Director, discuss why the circular economy is becoming an increasingly important theme for sustainable and impact investors and what that could mean in practice for portfolios. A combination of environmental, economic, and political factors is driving […]

April 2026

Sustainable Investing in Focus: Green Horizons or Gridlocked

In the third episode of Sustainable Investing in Focus, Simon Hallett, Head of Climate Strategy, and Antonella Amatulli, Senior Investment Director, discuss key themes from a recent Cambridge Associates event, Green Horizons or Gridlocked: Challenges & Opportunities in Europe’s Energy Transition. Their conversation explores Europe’s “electrotech revolution,” highlighting both the region’s competitive strengths and one […]

March 2026

Net Zero Investment Consultants Initiative Progress Report 2025

Cambridge Associates is proud to share our third annual progress report as a founding signatory of the Net Zero Investment Consultants Initiative (NZICI). This report highlights our continued journey toward integrating climate considerations into investment processes, manager selection, and our own operations. As a global investment firm managing $616 billion in assets for over 1,000 […]

February 2026

Sustainable Investing in Focus: Innovating for Resilience

In the second episode of Sustainable Investing in Focus, Liqian Ma, Head of Sustainable and Impact Investing Research, and David Gowenlock, Senior Investment Director, Sustainable & Impact Investing,  provide an in-depth discussion of the future of sustainable investing. Their conversation explores how established business models are being repurposed to address sustainability challenges. David and Liqian […]

February 2026

Sustainable Investing in Focus: The Road Ahead

In the first episode of Sustainable Investing in Focus, Liqian Ma, Head of Sustainable and Impact Investing Research, and Annachiara Marcandalli, Global Head of SII Solutions, provide an in-depth discussion of the future of sustainable investing. Their conversation covers the evolving regulatory landscape, the ongoing challenges and opportunities presented by climate change, and the contrasting […]

January 2026

2026 Outlook: Portfolio-Wide Views

Many investors have seen the share of their portfolios invested in equities—both public and private—increase over the past decade. For investors whose equity allocations are at elevated levels, 2026 presents a timely opportunity to reassess policy allocations and embrace greater diversification.

December 2025

2026 Outlook: Diversifier Views

Investors should lean into hedge funds in 2026 by Sean Duffin Hedge funds remain a vital part of diversified portfolios, and building resilience requires a thoughtful mix of strategies. In today’s environment—marked by elevated dispersion, low correlations, and ongoing policy uncertainty—equity long/short (ELS) managers are especially well positioned. Advances in AI and persistent tariff-related disruptions […]

December 2025

Are California Carbon Allowances an Attractive Investment?

Yes, California Carbon Allowances (CCAs) are an attractive investment opportunity, though they come with political tail risk. California’s Cap-and-Trade Program requires companies in regulated industries to purchase CCAs to offset a portion of their carbon emissions. The CCA supply is mandated to decline over time to support higher carbon prices and discourage emissions. After peaking […]

May 2025