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Can Commodities Still Provide Shelter in the Storm as Both Stocks and Bonds Suffer Losses?

Yes, although such investments are not for the faint of heart. As we have seen in 2022, both stocks and bonds have lost value as inflation expectations have escalated. The current environment favors building robustness into portfolios, and exposure to commodities—in addition to high quality bonds—could be a part of this, particularly for investors whose […]

May 2022

Fire: Net-Zero Plasma Diamonds

Fire is often a marker associated with the worst effects of climate change. But what if fire could actually be harnessed to help reverse it? In this episode, we meet Diamond Foundry, a company revolutionizing the diamond industry with their affordable, lab-created diamonds—free from the myriad of problems associated with the mining process. We’ll learn […]

May 2022

Earth: Mushrooms and the Future of Meat

Livestock take up nearly 80% of global agricultural land yet produce only 20% of the world’s supply of calories—so how can we make feeding people more efficient? In this season two premiere of Unseen Upside: Investments Beyond Their Returns, we visit an alternative protein company in Boulder, Colorado called Meati. There, we explore how a […]

April 2022

Are High Oil Prices a Threat to Investors?

Yes, but the level of threat varies across asset classes. Higher oil prices are likely to slow economic growth and weigh on corporate profits across many regions, but more so in countries that are large energy importers, where the energy intensity of growth is highest and where governments have the fewest resources to cushion the […]

April 2022

Higher Rates Are a Headwind, but US Housing Rests on Solid Foundations

The US housing market has been on a tear in recent years, supported by low interest rates, favorable supply/demand dynamics, and a recent boost from the pandemic-related demand for more space. Investors interested in gaining exposure to the asset class are seeing their choices expand. This publication provides an update on some of the macro […]

April 2022

Many Real Estate Assets Will Be Boosted by Secular Tailwinds

We believe a healthy macro backdrop and strong demand for inflation-sensitive assets will support most real estate assets in 2022. However, given stretched valuations for many core assets and COVID-19–related uncertainty around some sectors, we think return prospects are highest for assets that benefit from secular trends, such as the growing demand for healthcare and broadband.

December 2021

Allocations to 21st-Century Infrastructure Increase

The infrastructure market has evolved since the financial crisis. Almost a majority of current investing is now in “21st-century infrastructure,” which includes digital and renewable assets. Given the expected importance of both sectors to future growth, we anticipate that investors will commit greater amounts of capital to each in 2022.

December 2021

Digital Infrastructure: Where Does The Internet Come From?

Now more than ever, we rely on high-speed internet to power our work and personal lives—but where does it come from? In this episode of Unseen Upside: Investments Beyond Their Returns, we visit Cambridge Associates’ Minesh Mashru in Amsterdam to discuss digital infrastructure and the investments being made in fiber optic cables. We’ll also meet […]

September 2021

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