In our 2018 outlook, we review the prospects for several asset classes—developed and emerging markets equities, credit, real assets, sovereign bonds, and currencies—and share the advice of our chief investment strategist.
December 2017
In our opinion, institutional investors are better served focusing on investing in companies seeking to profit from the development and adoption of blockchain technology and “fintech” more broadly than holding cryptocurrencies directly.
November 2017
We would not seek to position portfolios specifically for tax reform as markets have already priced in some improvement in earnings from tax cuts, and the winners and losers from the proposed tax changes will not be clear until more details are provided.
October 2017
Institutional investors should very carefully consider the risks of cryptocurrencies before investing.
October 2017
This quarter’s edition covers key risks to continued economic expansion, including monetary policy and inflation pressures. Also discussed are whether investors are being compensated for taking risk and different strategies for geopolitical risks.
October 2017
Lessons from Fiscal Year 2017 Results Diversified investors are noticing quite a difference in 2017 fiscal year performance—and it’s a welcome change. In the midst of an extended US equity market, and with returns that many diversified investors have found hard to swallow over the last few years, the turnaround in annual performance for what […]
October 2017
The strong Atlantic hurricane season and Mexican earthquakes have resulted in a tragic loss of life and property. Insurance-linked securities (ILS), meanwhile, have suffered a less dramatic impact.
October 2017
Policy benchmarking is a critical component of building and managing a successful investment program. In this paper we set out our comprehensive benchmarking framework and then zero in on the policy benchmark as the primary reference point for evaluating investment decisions.
September 2017
If you satisfy any of these criteria, please click confirm to proceed:
*As defined in the Markets in Financial Instruments Directive (Directive 2014/65/EC) as amended or updated (MiFID)
If you satisfy any of these criteria, please click confirm to proceed:
*An entity regulated by its local country regulator which may include banks, collective investment schemes, endowments, foundations, investment managers, insurance companies, pension funds and intermediaries
The information contained herein is not suitable for retail investors.
Please contact us if you have any questions: ContactCA@cambridgeassociates.com
If you clicked decline in error, please click here