No. The inflation attributed to green initiatives (known as “greenflation”) is part of the current inflation narrative, but we doubt concerns related to it will derail the global energy transition. Net zero pledges and related policy frameworks have been rolled out in nearly 200 countries, underpinning a transition already underway due to climate change and […]
February 2022
This year may prove to be pivotal in the transition from fossil fuels to renewables. Policy makers, businesses, and investors are accelerating commitments to bring greenhouse gas (GHG) emissions to net zero by 2050. The aim is consistent with the 2015 Paris Agreement to “limit global warming to well below 2°C, preferably to 1.5°C, compared […]
February 2022
No, we don’t think so. While bitcoin and gold share some qualities, these two assets are different and should not be viewed as interchangeable in investment portfolios. Bitcoin is much more volatile than gold and has recently been trading more like a pro-risk asset, suffering significant drawdowns during periods of market turmoil. Bitcoin is often […]
February 2022
In the first six months of 2021, according to Cambridge Associates indexes, private equity and venture capital in the developed markets outperformed those in emerging markets. The Cambridge Associates LLC Developed Markets ex US Private Equity and Venture Capital (PE/VC) Index returned 18.7% in the first half of 2021, in USD terms, with significantly better […]
January 2022
In the first half of 2021, US private equity and venture capital returns continued the torrid pace that started in second quarter 2020. For the six months ended June 30, 2021, the Cambridge Associates LLC US Private Equity Index® returned 25.5% (11.4% and 12.5% in first and second quarters, respectively) and the Cambridge Associates LLC […]
January 2022
No. While there is no danger of the fiscal floodgates opening in Europe, the 'traffic-light' coalition of the Social Democratic Party (SPD), the Greens, and the Free Democratic Party (FDP) looks set to oversee some loosening of the fiscal purse strings in Germany.
December 2021
The Hahn family’s wealth, which originated in manufacturing four generations ago, is today overseen by Wilson, the current family patriarch, and supported by a family office staff of two investment professionals. The family members themselves have minimal investment experience. CLIENT BRIEF Client: Hahn family Source of wealth: Manufacturing (inherited wealth) Situation: Family members with distinct […]
December 2021
As we peer over the horizon, we anticipate growth will return to a lower altitude. Read more in our compilation of investment views for 2022.
December 2021
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