Commonfund Point of View

In this episode of Commonfund Point of View, Chief Investment Officer Julia Mord sits down with Paul von Steenberg, Managing Director and Head of Real Estate and Infrastructure Investing, to assess where the real estate market stands after three years of revaluation — a correction longer in duration than the GFC. Paul shares his views on the sector-specific dynamics driving recovery, the blurring...

In the latest episode of Commonfund Point of View, Julia Mord and Vincent Kravec discuss the evolving landscape of private credit, highlighted by its recent media attention and investor interest. Kravec emphasizes the complexities and risks associated with Business Development Companies (BDCs), particularly concerning overlapping portfolios and the varied types of loans investors may not realize t...

In this episode of the Commonfund Point of View podcast, Julia Mord, Chief Investment Officer, discusses the current state of capital markets with Aaron Miller, Managing Director of Venture Capital. They reflect on the strong returns of the past decade and the impact of liquidity events from 2022 to 2024. The conversation touches on the potential AI bubble and the significant investments in AI, pa...

In this episode we cover our macro-economic outlook, the markets have rebounded significantly, while concerns about tariffs have lessened. However, global growth has been downgraded, indicating a slowdown despite decent earnings.

In this episode we cover our macro-economic outlook, discuss the U.S. stock market, on going news of new tariffs and inflation, as well as the likelihood of a recession. Lastly, we give our perspective on some potential risks.

In this episode we cover the macro perspective and how we analyze the Fed and interest rate risks. We also talk through the upcoming U.S. election and policy approaches.