In this segment, Margaret shares her thoughts on the endowment model given the COVID-19 crisis and whether she believes it’s possible for an institution to achieve a 5% real return in the current market environment. She discusses investing in industry “disruptors,” the importance of diversification, and the debate around growth vs. value.
September 2020
In this segment, Jeff speaks about the importance of liquidity for healthcare systems in the wake of the COVID-19 pandemic and how he guided clients during the market downturn in March and April. He goes on to discuss the present state of the industry and what he believes will be the long-term implications of the crisis.
September 2020
In the first episode of our Reshaping Industry audio series, we tackle the evolving landscape of racial equity investing, particularly in the wake of George Floyd’s death, and talk key steps that institutional investors can take to achieve racial equity goals within their portfolios.
September 2020
While investors should consider making tactical changes because of valuation differentials exacerbated by the COVID-19 pandemic, they should size them appropriately given elevated uncertainty.
September 2020
Economic, market, and healthcare circumstances have been extraordinary over the last six months. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and even in credit less supported by central bank activity. Additionally, the importance of investing in social equity has been brought into sharp relief by this crisis.
September 2020
Yes, investors who have made tactical bets in gold should consider scaling back their positions and locking in some gains.
August 2020
There are many facets of higher education finance, and it is often challenging to describe how the endowment fits into an institution’s financial picture. Endowment Radar is a visual tool that plots the endowment’s role in the college and university business model. It focuses on four key metrics to assess the endowment’s contributions to the […]
July 2020
On July 21, EU leaders reached agreement on a €750B COVID-19 recovery fund, composed of grants and loans, and settled on a €1.074T budget for the next seven-year period.
July 2020
If you satisfy any of these criteria, please click confirm to proceed:
*As defined in the Markets in Financial Instruments Directive (Directive 2014/65/EC) as amended or updated (MiFID)
If you satisfy any of these criteria, please click confirm to proceed:
*An entity regulated by its local country regulator which may include banks, collective investment schemes, endowments, foundations, investment managers, insurance companies, pension funds and intermediaries
The information contained herein is not suitable for retail investors.
Please contact us if you have any questions: ContactCA@cambridgeassociates.com
If you clicked decline in error, please click here