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Latest posts
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Secondaries in Private Investment Portfolios: A Framework for Strategic Allocation
The secondary market has evolved from its origins as a niche solution for liquidity-constrained investors into a cornerstone of private investments (PI). Institutional adoption, innovation in transaction structures, and the expansion of private market assets have increased both…
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Is the Euro Area Heading for Another Sovereign Debt Crisis?
No. France’s fiscal and political problems do not appear to signal another euro area sovereign debt crisis. French assets have underperformed, but contagion remains limited. Improved finances in periphery economies, stronger bank balance sheets, and more credible policy…
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Private Foundation Enterprise Analysis
The post Private Foundation Enterprise Analysis appeared first on Cambridge Associates .
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Will the Recovery in European Earnings Continue?
Yes. Europe’s sector mix is better positioned for today’s environment than it was during the low-growth, low-rate, underinvestment regime of the prior decade. Higher interest rates and stronger public and private investment in defense, infrastructure, energy security, and…
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VantagePoint: The Iran War Fuels the Case for Portfolio Resilience
Geopolitical shocks often fade quickly in markets. The Iran War is testing that pattern. Alternative shipping routes, inventory drawdowns, additional supply outside the Middle East, and an earlier decline in Chinese imports have prevented an immediate energy collapse. These…
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A Pivotal Moment for Gulf Family Enterprises
Across the GCC, approximately $1 trillion is expected to transfer between generations by 2030. Globally, only 3% of family businesses make it to the fourth generation. The stakes have never been higher, and the patterns of failure are remarkably consistent. These challenges are…
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The Wealth That Outlasts the Founders
Why multi-generational families fail and the structural fixes that work Here is the uncomfortable truth about dynastic wealth: most of it disappears not because of bad markets, but because of bad family dynamics. The enemy of enduring wealth is rarely a crash or a recession. It…
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Should Investors Act on the US Midterm Elections?
No. The November US midterm elections could affect regulatory, fiscal, foreign, and AI policy, but uncertain outcomes and market implications make election-driven trades a poor basis for investment decisions. In our view, investors are better served by maintaining resilient,…