Cambridge Associates

#ICYMI Discover how digital technologies like intelligent prior authorization are advancing health equity, democratizing access, and empowering individuals to take control of their health journeys #UnseenUpside

At the heart of our Corporate Social Responsibility (CSR) is a deep commitment to making a positive impact. As Chief of Staff Carrie Brown remarks, we believe it is both our duty and privilege to use our resources and achievements to foster meaningful change in our communities.

This is a crucial conversation for institutional investors. Balancing immediate financial needs with long-term sustainability can be difficult, especially given the current economic climate. Tune in to hear how to address and navigate these challenges 🎧👇

For 2025, we expect developed markets (DM) value and small-cap equities to outperform, given their steep valuation discounts. This shift comes as US equity performance is expected to stabilize, creating an opportunity for European, Japanese, and emerging markets equities to align more closely with broader developed markets. Explore our full outlook for public equities here: https://ow.ly/c8w850UvjWP #2025Outlook

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