Buckle Up! Oil Markets Are Likely to Remain Chaotic
Negative prices on near-dated WTI futures grabbed headlines yesterday. However, we should not assume from this that oil has negative value.
Authored by: Meagan Nichols
Outlook 2020: Ten Investing Themes for the Coming Year
Our thoughts on key macro questions, emerging opportunities, and risks in 2020.
Should Investors Be Worried About the Private Real Assets Fundraising Frenzy?
Investors navigating the robust fundraising environment should be selective when making commitments in 2019.
VantagePoint: First Quarter 2019
In this edition of VantagePoint, we compare and contrast the late 1990s and today; our intent is to help investors navigate this recent downturn and the next recession-related bear market (which may already be in progress), and to position their portfolios for long-term success.
Real Asset Dynamics: May 2017
Private equity energy fund raising is likely to hit an all-time high in 2017. In this edition of Real Asset Dynamics, we examine the trends in fund raising, commitments, and investments in energy and their implications.
Is Now the Time to Invest in Real Assets?
In a word, yes, albeit slowly and selectively.
Real Asset Dynamics: December 2016
In this edition of Real Asset Dynamics, we analyze the returns of Cambridge Associates’ indexes of private real estate funds over various time horizons and offer our views on what investors can expect in private real estate going forward. Global private equity real estate continues to generate decent returns, earning 1.5% in second quarter 2016…
Real Asset Dynamics: June 2016
This new publication will discuss trends in real assets, with a primary focus on private strategies (agriculture, energy, infrastructure, metals & mining, property, and timber) using Cambridge Associates’ unique dataset. Each edition will bring you insights from the leaders of our real assets research on what they think about an aspect of this market today. This first edition shares our views on the amount of capital raised by private equity funds to take advantage of the oil market dislocation.
What Does US FIRPTA Reform Mean for Global Investors?
While it is too soon to know the full impact of reform, recent legislative changes are likely to increase global investors’ interest in US REITs and real property, with potential implications for valuations, fund flows, and transactions in 2016 and beyond.
What Role Do Real Assets Play in a Portfolio?
Real assets play a variety of roles in a portfolio, including driving growth, generating income, providing diversification, and preserving wealth. Sizing of real assets holdings and the composition of a real assets portfolio should be driven by both investor needs and the intended role of these assets in the portfolio. Generally speaking, portfolios holding real…