Cambridge Associates

We are excited to announce that Dan Aylott and Christoph Gort will be speaking at Alpha Edge Europe, a leading event for private market leaders! They will dive into key topics shaping institutional investing in private markets, including: ? Portfolio Construction: Best practices for building diversified private market portfolios aligned with institutional objectives. ? Resilience and Adaptability: Structuring portfolios to thrive in evolving market conditions. ? Negotiating Tactics for LPs: Strategies to secure favorable terms and align interests with GPs. ? Should Private Markets Stay Illiquid?: Weighing the trade-offs between liquidity and long-term value creation. We hope you can join Dan, Christoph, and other private market leaders as they explore actionable strategies for institutional investors, including: ?? Connect with us here: https://ow.ly/PoC850Vquvb

Germany’s recent fiscal reforms, including a €500 billion infrastructure fund and exempting defence spending of more than 1% of GDP from the debt brake, should catalyse a more growth-supportive economic environment within Europe. While the growth impact may be modest initially, these reforms reduce the potential for negative outcomes and reaffirms our view that investors should maintain diversified equity portfolios. Discover how these reforms could shape Europe’s future in our latest insight: https://ow.ly/qpZj50VoYyC

What does the future of fixed income look like for institutional investors? Joe Tolen, CAIA will be speaking at the 9th Annual UK Investors Forum. The panel will explore how to navigate the complexities of today’s fixed income markets and provide actionable perspectives on how institutional investors can craft fixed income strategies that align with their objectives while addressing future challenges. To get in touch with us, please contact us: https://ow.ly/x06g50Vo9VP

We are happy to share that Ratana Tra will be speaking at Phenix Capital Group's Impact Summit Europe, where he and fellow panelists will share how institutional investors can integrate circular economy practices into their portfolios. Together, they will dive into questions such as: ?? How can resource efficiency translate into long-term financial gains? ?? What role does the circular economy play in building resilient, future-ready portfolios? ?? How can investors identify and capitalize on emerging circular economy solutions? We look forward to engaging with industry leaders and changemakers at this impactful event. If you’re attending, don’t miss this thought-provoking session! To get in touch, please visit: https://ow.ly/2jiW50Vno9E

Our Boston office recently hosted a special flower arranging event, bringing together employees to honor and celebrate Women's History Month. Thank you to everyone who joined us for this creative experience! ??

In today's day and age, what does it take for families to build a lasting legacy? From family office set-up to operations and succession planning, what are some of the best practices for families to consider? Ming Yan, Managing Director, will be sharing her experience working with families to navigate these complexities at the Bloomberg Family Office Summit in Hong Kong. Find out more: https://ow.ly/BNuT50Vk8NI

Private investments encompass a range of asset classes and strategies that can be tailored to fit each investor's specific investment goals. Hear from Cambridge Associates' private investment specialists on the valuable role these asset classes can play in a portfolio, as well as what investors should keep in mind as they approach the vast PI landscape, in our video series here: https://ow.ly/GQCn50Vj91Y

Recent trade policy uncertainty has sent ripples through the markets, prompting US equities to enter a “correction” on March 13. Despite these challenges, there are strong arguments for holding equity allocations steady. Rather than reducing equity exposure, we recommend investors follow their typical rebalancing practices and hold modest tilts within their public equity sleeve to cheaper segments of the market, such as value and small-cap equities in developed markets. In volatile markets, thoughtful decisions—not rash actions—are what separate the top-performing investors from everyone else. Learn more: https://ow.ly/2Sbg50VkbLK

Barron's Magazine recently profiled Cambridge Associates’ Global Head of Private Investments, Andrea Auerbach. The in-depth Q&A details the continued appeal of private markets, the outlook for fund-raising and deal activity, and the implications of the democratization of alternatives for LPs. Read the full interview here: https://ow.ly/rGPU50VikjI

We are excited to have Aaron Costello, Head of Asia, and Ming Yan, Managing Director, speaking at Milken Institute's Global Investors’ Symposium Hong Kong 2025! Catch them in action at their respective sessions as they share their outlook views across public and private markets as well as the evolving value of philanthropy. For more information, visit: https://ow.ly/weFM50Vh32X