Showing 121 - 127 of 127 results for ‘covid’
We expect the US dollar and gold will more or less hold their values, given our economic expectation and the many geopolitical risks. We believe the yen will appreciate, and we expect the thawing crypto winter will fully transition to a spring. The US Dollar and Gold Should Hold Their Value in 2024 Sean Duffin, […]
We expect direct lending and European opportunistic private credit funds will outperform their long-term averages because of high asset yields and the pull back in credit availability among traditional lenders. We like structured credits, particularly high-quality collateralized loan obligation debt, and we expect high-yield bonds will outperform leveraged loans. But we remain neutral on high […]
We expect global equity performance will be below its long-term median level, but we believe investors should hold equity allocations in line with policy targets. Within equities, we see opportunities in developed value, developed small caps, and China. We doubt European and emerging markets ex China equities will outperform, and we believe the share of […]
Sukari Brown is an Investment Director for the Endowment & Foundation Practice at Cambridge Associates.
April 13, 2022 @ 8:30 am - 5:05 pm - Johnny Adji, Senior Investment Director at Cambridge Associates, will be joining the 'Covid is no obstacle for real estate debt' panel at the Private Debt Investor APAC Forum 2022 on April 13 in Singapore. Click here for the agenda and to register.
August 2, 2022 - August 5, 2022 @ All Day - Benjamin Low, Senior Investment Director at Cambridge Associates, will be joining the 'Hedge Funds in Asia - Emerging Stronger in a Post-Covid World' panel at the Pension Bridge Alternatives APAC 2022 on August 3 in Singapore. Click here for the agenda and to register.
Over the past decade, executives overseeing corporate defined benefit (DB) pension plans have experienced significant regulatory reform and a full reversal of investment conditions. While rising liabilities once offset asset gains, the opposite is now true. Yet many organizations haven’t recalibrated their approach to plan management in response, leaving them exposed to unnecessary costs and […]