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2026 Outlook: Finding Value Amid the Hype

Cambridge Associates

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This outlook provides our perspective on the global economic environment and presents 15 key views across asset classes for 2026. These insights are designed to inform strategic discussions and guide portfolio decision making. Given the diversity of investor objectives and constraints—regarding risk tolerance, investment horizon, liquidity needs, currency exposure, and tax considerations, for example—each view should be assessed in the context of specific circumstances and current portfolio exposures. In an environment where hype often overshadows fundamentals, investors who remain focused on value are best positioned to outperform.

 


About Cambridge Associates

Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.

 

 

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