Cambridge Associates

Wishing everyone a Happy Holidays and a prosperous New Year from all of us at Cambridge Associates! ✨

🌍 As we look towards 2025, our outlook for credit markets suggests that liquid credit returns will decline but credit fundamentals should remain strong. Meanwhile, insurance-linked securities are poised to benefit from strong demand, and increased transaction volumes are likely to bolster specialty finance and credit opportunities managers. In emerging markets, currencies should become a tailwind for local bonds. Keep reading: https://ow.ly/l86K50Useq3 #2025Outlook

Private investing’s popularity has caused intensified attention on the asset class, bringing with it increased challenges and opportunities. Join us and industry peers as we explore how private investment strategies are evolving and how GPs and LPs alike are adapting their approaches to continue to invest successfully. Discussions will revolve around current market developments, the impact and integration of #AI, healthcare investing across the globe and asset classes, the continuing evolution of growth equity, and buyout fund formation trends. Additional topics include private credit, real estate, and portfolio construction. For more information, contact events@cambridgeassociates.com. Please note this event is for clients and future clients of Cambridge Associates.

🎧 How are investment strategies and community partnerships working together to address the affordable housing crisis? Join us as we head to the Bronx to examine the critical intersection of housing and health and the innovative solutions aimed at improvement in major cities like New York and LA. Plus, what impact does housing insecurity have on marginalized communities and society as a whole? Listen here or wherever you get your podcasts: https://ow.ly/8eFw50UqgWy #UnseenUpside

We're optimistic about the future of private investments in 2025. As the effects of overinvestment in 2021–22 fade, we anticipate improved performance in this asset class. Its long-term potential should continue to draw individual investors, with managers paving the way for easier access to opportunities. In Asia, we expect increased activity in Japanese buyouts and Chinese venture capital transactions. See more insights here: https://ow.ly/4oBJ50Uq6BH #2025Outlook

#ICYMI Our 2025 investment Outlook webinar is now available. Listen in as Cambridge Associates thought leaders share their views on how economic growth, inflation, and interest rates will evolve, and discuss how these perspectives will impact the performance of various asset classes, both public and private. Watch it here: https://ow.ly/aFNa50UmN3B

Accessing the private markets requires investors to be prepared, particular, and patient. In our new video series, our private investment specialists discuss how investors can harness private investments to add value to their portfolios. Watch the full series to learn more about the value of private investments, what is required to be successful when investing in the asset classes, and how to approach portfolio construction: https://ow.ly/In6X50Ujsn4

We're pleased to announce that Andrea Auerbach, Global Head of Private Investments, has been appointed to the Board of the Global Private Capital Association (GPCA). Cambridge Associates has been a member of the non-profit for 17 years, working with GPCA on a shared mission to identify the sectors, strategies, and deals that will drive investment returns and meet societal needs. We're proud of this new chapter of collaboration with GPCA and congratulate Andrea on this accomplishment!

The Cambridge Associates #2025Outlook is here 🎉 Recent market developments have created a complex landscape for investors, further complicated by geopolitical risks and an uncertain investment environment. Will US equities continue their impressive performance? Can #PrivateEquity and #VentureCapital achieve better results? What lies ahead for credit markets? Join us as we explore these questions and more across all asset classes: https://ow.ly/wHMe50UlP1U

Don't miss our #2025Outlook webinar tomorrow where we'll discuss our views on how economic growth, inflation, and interest rates will evolve and how these perspectives will impact public and private asset class performance. Register here: https://ow.ly/xZGi50Ul4xR