Venture Capital Will Continue to Crush It
Globally, the venture capital (VC) industry will continue to evolve as capital floods in seeking compelling returns that can be had for those willing to wait.
December 2021
Crypto Considerations
The polarizing and often misunderstood cryptoasset landscape has grown exponentially in recent years. This paper reviews some of the space’s pressing issues, considers cryptoassets in a portfolio setting, and offers some considerations of different implementation options.
October 2021
Are Secondaries Experiencing a Growth Spurt?
Yes. Secondaries, the “yang” to the “yin” of primaries and an investment strategy nearly as old, are growing, particularly GP-led secondaries.
September 2021
ESG Challenges and Opportunities in Chinese Equities
Investor interest in China has grown over the years as China’s economy expanded and the market opened up to foreign capital. However, environmental, social and governance (ESG) issues remain a key concern for many investors.
September 2021
Building Winning Portfolios Through Private Investments
Building a portfolio that incorporates both private equity and venture capital investments is not straightforward. It requires skill and discipline. In this paper, we review recent private investment performance, discuss how these investments have benefited institutional portfolios, and provide some high-level tips on how to build winning portfolios.
August 2021
Global ex US PE/VC Benchmark Commentary: Calendar Year 2020
In 2020, the Cambridge Associates LLC Developed Markets (ex US) Private Equity and Venture Capital (PE/VC) Index® returned 33.1% in USD terms. The index suffered in first quarter during the onset of the COVID-19 pandemic but recovered quickly and ended the year with the fourth-highest quarterly return since the inception of the benchmark. Because the […]
July 2021
US PE/VC Benchmark Commentary: Calendar Year 2020
In 2020, the US private equity and venture capital (PE/VC) indexes shook off first quarter declines to enjoy one of their best years ever, with returns in each quarter surpassing the previous one; for the year, the Cambridge Associates LLC US Private Equity Index® returned 27.8% and the Cambridge Associates LLC US Venture Capital Index® […]
July 2021
Are the Strong Recent US Venture Capital Returns Bankable?
No, not yet, as just over 10% of last year’s performance was realized.
July 2021