Cambridge’s Celia Dallas on the Death of 60/40, Geopolitical Risk and Inflation
Chief Investment Strategist Celia Dallas met with Pensions & Investments to discuss how Cambridge Associates builds bespoke and diversified portfolios for its clients. Celia addresses how to think about investment strategy and asset class allocation based on risk and return objectives, the role of illiquid assets within a portfolio, and how to navigate the energy transition, geopolitical risks and inflation.
Celia Dallas - Celia Dallas is the Chief Investment Strategist and a Partner at Cambridge Associates.
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 implement and manage custom investment portfolios that generate outperformance 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.