Should Investors Allocate to Public or Private Chinese Investments?
Public and private Chinese equities both present attractive investment opportunities today.
May 2019
Ready, Steady, Co-Invest
Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
March 2019
Should Investors Be Worried About the Private Real Assets Fundraising Frenzy?
Investors navigating the robust fundraising environment should be selective when making commitments in 2019.
March 2019
Private Investing for Private Investors: Life Can Be Better After 40(%)
Families with multigenerational wealth may be particularly well positioned to consider allocating 40% or more of their assets to private investments. Assuming these families have the requisite long-term time horizon, patience, and ability to act quickly, they stand to benefit not only from the potential for higher returns but also from the tax-advantaged nature of private investments. Life could get better after 40%!
February 2019
Will Venture Capital Repeat the Post-TMT Bubble Experience?
We do not expect a rerun of the 2000s for tech and venture capital. The similarities between the late 1990s and today are concerning, but the differences are even more sweeping.
January 2019
Private Credit Benchmarks: A User's Guide
In response to the proliferation of new private credit strategies and managers, Cambridge Associates has developed a set of benchmarks that will help limited partners assess the performance of new and existing fund manager (general partners).
January 2019
Growth Equity: Turns Out, It’s All About the Growth
Growth equity continues to offer investors a compelling return profile that combines the downside protection of buyouts with some of the upside potential of venture capital.
January 2019
Should Investors Consider Co-Investing?
Yes. At a minimum, investors should consciously consider it. The co-investment “craze” isn’t going away anytime soon—we estimate co-investing currently accounts for nearly one-third of all private investment activity—and there are structural reasons why it will continue, as we will discuss.
November 2018