Key Takeaways
- • Cambridge Associates presented its "State of the Market" outlook at its Investment Leaders Exchange roadshow in Dubai, aimed at chief investment officers and portfolio managers in the Gulf region.
- • The agenda covered market volatility, shifting bond yields, private market opportunities, artificial intelligence, and regional investment themes across the Gulf.
- • The presentation was published November 9, 2026, and is available for download as a PDF.
Summary
Cambridge Associates hosted its Investment Leaders Exchange roadshow in Dubai, where chief investment officers, portfolio managers, and other investment leaders gathered to discuss the key questions shaping portfolios in 2026. According to the publisher's summary, the discussion centered on market volatility and the path of bond yields, two factors that continue to weigh on asset allocation decisions for institutional investors.
The session also addressed private market opportunities, reflecting the continued focus of institutional allocators on private assets as part of diversified portfolios. Artificial intelligence was included as a theme, alongside investment themes specific to the Gulf region, underscoring the growing relevance of regional opportunities for global and local investors.
Cambridge Associates, a global investment firm with more than 50 years of institutional investing experience, serves pension plans, endowments and foundations, healthcare systems, and private clients. Its services include outsourced CIO, non-discretionary portfolio management, staff extension, and alternative asset class mandates. The primary source available for this story is limited to the presentation overview and firm description, so specific forecasts, figures, and individual remarks from the presentation are not reported here.
The session also addressed private market opportunities, reflecting the continued focus of institutional allocators on private assets as part of diversified portfolios. Artificial intelligence was included as a theme, alongside investment themes specific to the Gulf region, underscoring the growing relevance of regional opportunities for global and local investors.
Cambridge Associates, a global investment firm with more than 50 years of institutional investing experience, serves pension plans, endowments and foundations, healthcare systems, and private clients. Its services include outsourced CIO, non-discretionary portfolio management, staff extension, and alternative asset class mandates. The primary source available for this story is limited to the presentation overview and firm description, so specific forecasts, figures, and individual remarks from the presentation are not reported here.
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