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The post CA Institute Assessment appeared first on Cambridge Associates.
Yes. Europe’s sector mix is better positioned for today’s environment than it was during the low-growth, low-rate, underinvestment regime of the prior decade. Higher interest rates and stronger public and private investment in defense, infrastructure, energy security, and electrification favor Europe’s exposure to financials, industrials, utilities, and technology hardware. A...
Geopolitical shocks often fade quickly in markets. The Iran War is testing that pattern. Alternative shipping routes, inventory drawdowns, additional supply outside the Middle East, and an earlier decline in Chinese imports have prevented an immediate energy collapse. These buffers have bought time, but the system has little room to absorb further disruption. Refined fuels an...
Across the GCC, approximately $1 trillion is expected to transfer between generations by 2030. Globally, only 3% of family businesses make it to the fourth generation. The stakes have never been higher, and the patterns of failure are remarkably consistent. These challenges are not unique to the Gulf. They are common across family enterprises globally, though their consequenc...
Here is the uncomfortable truth about dynastic wealth: most of it disappears not because of bad markets, but because of bad family dynamics. The enemy of enduring wealth is rarely a crash or a recession. It is unexamined assumptions, unmanaged emotional conflict, and the attempt to force ...