Cambridge Associates

Our London team has been on the move!🏃♂️ Last month, the CA London office traded spreadsheets for running shoes and took on the J.P. Morgan Corporate Challenge. The event brought together teams from across London for an evening of friendly rivalry and fun, racing the unique 3.5-mile distance that nods to the original event in Central Park. Every step counted towards a good cause, as the event supports the Family Action Charity and strengthens our connection to the wider London business community. The momentum continued throughout the month - later in July, the CA London Run Club laced up to take on the monthly Serpentine Run around one of London's most iconic routes. Congratulations to all our runners for representing CA while hitting PR after PR!

A portfolio that leverages the private credit opportunity set can help investors navigate unexpected changes in the market environment. In our Private Credit Video Series, Managing Director Michael Dunleavy discusses the shifts in the private credit landscape over the last 15 years, and explores how the current market environment is impacting portfolio outcomes. Watch the full video here: https://xmrrwallet.com/cmx.plnkd.in/eV7xCJut

Evolving digital technologies can advance health equity, democratize access, and empower individuals to take control of their health journey. On this episode of our podcast, Unseen Upside, we talk with investors and innovators driving digital health advancements—like telemedicine, remote monitoring, and data-driven diagnostics—to improve healthcare efficiency. 🎧Listen here, or wherever you get your podcasts: https://xmrrwallet.com/cmx.pow.ly/nbIv50WAmX3 #UnseenUpside

We are hosting an exclusive networking reception in Singapore this September! Take the opportunity to join esteemed investors, industry peers, and representatives from leading institutions for an evening of meaningful connections and conversations on the emerging trends shaping today’s investment landscape. Please note that attendance is subject to qualification by Cambridge Associates. For more information, please contact events@cambridgeassociates.com.

Jasmine N. Richards, CFA, Head of Diverse Manager Investing, was quoted in the 2024 All Raise Annual Report on the state of gender equity in U.S. Venture Capital leadership. This year’s report highlights that the proportion of women at partner-level roles and above has doubled since 2017. While this marks significant progress, there remains important work ahead to achieve true gender parity. Access the full report here: https://xmrrwallet.com/cmx.pow.ly/cZHH50WzsYE #AllRaise

Earlier this month, colleagues from our London office took part in the annual WaterAid Dragon Boat Race in Canary Wharf. This year the Boat Race raised nearly £60,000 in support of WaterAid's mission to end the water, sanitation, and hygiene crisis around the world. 🏆Our team secured an impressive third place overall! And their coordinated outfits really fit the bill, earning them the Best Dressed award.🦆 Thank you to everyone who participated, donated, and supported our efforts, and thank you to WaterAid for hosting a day of teamwork, fun, and creating a positive social impact!

The introduction of Generative AI into seemingly every corner of the marketplace can feel both exciting and overwhelming. Investors should be actively considering how to achieve exposure across the portfolio while also remaining aware of the risks. In the third and final part of our series "Navigating the AI Revolution," we explore AI's potential for asset allocation opportunities and risks, key implementation considerations and challenges, and tips for investors trying to stay ahead of the curve. 🔗https://xmrrwallet.com/cmx.pow.ly/vfkz50Wx4eG

Whether investors are seeking stable income, growth potential, or diversification, infrastructure opportunities present a compelling case for inclusion in a portfolio. In collaboration with PENSION REAL ESTATE ASSOCIATION (PREA), members of our Real Assets investment team Maria Surina, Ricky Roellke, and Cameron Roy, CFA discuss the evolving landscape of infrastructure investing - including fundraising trends, historical performance, and the critical importance of manager selection in today’s complex market environment. Read more here: https://xmrrwallet.com/cmx.pow.ly/Zyc750Wx3VN

We are delighted to welcome our newest class of Investment Associates from around the world to Cambridge Associates! Last week, we launched our in-person IA Onboarding program at our Boston office. The program featured a robust schedule of faculty-led discussions and practical learning opportunities, all designed to position our new analysts for long-term success. Outside the classroom, our evening networking and social events provided valuable opportunities to build relationships and experience the dynamic culture that defines Cambridge Associates. #TeamCA #InvestmentAssociates #LifeAtCA

The US dollar has been experiencing a decade of strength, with a recent peak of real value reaching levels not seen since 1985. But the cycle now seems to be reversing. Our newest edition of VantagePoint outlines what stances investors can take to help buffer against the risks of a prolonged USD decline. Read more: https://xmrrwallet.com/cmx.pow.ly/2iZi50Ww7bY