In the first months of 2020, COVID-19 spread across the globe, ultimately earning classification as a global pandemic by the World Health Organization. The virus has had wide-ranging financial ramifications, among them the emergence of a bear market. Amid this turbulent global environment, we remain committed to our clients and colleagues, and will continue to update this page with our latest insights on the effect of the coronavirus on the investment landscape.
Do investors stand to gain more from a Trump victory or a Biden win in November’s US general election? Presidents often have a mix of market-friendly and market-unfriendly policies. Mitigating factors, such as a divided government, can offset market concerns or enthusiasm relating to one specific candidate’s policies. Investors should not tweak portfolios based on election prognostication.
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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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Economic, market, and healthcare circumstances have been extraordinary over the last six months. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and even in credit less supported by central bank activity. Additionally, the importance of investing in social equity has been brought into sharp relief by this crisis.
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In this video series, several of our practitioners share their current views on both global and region-specific private equity and venture capital markets, recent performance trends, and insights from their latest experiences.
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In this fireside chat, Celia Dallas of Cambridge Associates and Alyson Coates, a veteran in the healthcare industry with years of experience in science, investments, and public policy, address the implications of prospective COVID-19 vaccines and therapeutics for investors and the outlook for investment opportunities in healthcare. Visit Website »
Cambridge Associates hosted event
Although the markets have apparently righted the ship since the market volatility caused by the COVID-19 pandemic, there is likely still much uncertainty and potential volatility ahead. A recent survey found that three in 10 managers expect a W-shaped recovery for the economy. If this is the calm between the storms, plan sponsors should consider…
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In 2019, in USD terms, the Cambridge Associates LLC Developed Markets (ex US) Private Equity and Venture Capital (PE and VC) Index returned 18.9%, driven largely by a strong fourth quarter. The Cambridge Associates LLC Emerging Markets Private Equity and Venture Capital Index earned 11.6% for the year, with middling returns in the second and…
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In the latest Pensions Age podcast, Laura Blows speaks to Cambridge Associates Head of European Pension Practice, Alex Koriath, about the COVID-19 related market volatility and how pension funds can prepare for the challenges ahead. Listen to the full podcast below.
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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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In this webinar we explore the findings of a recent survey on how the pandemic is impacting non-profit revenues and endowment spending levels and addresses the role of the endowment in this environment, near-term and long-term implications of spending decisions, and balancing a sustainable financial equation. Visit Website »
Cambridge Associates hosted event
