Posts by Julia Mord

Market Commentary | Podcasts

Real Estate & Infrastructure: Finding Opportunity After the Repricing

Episode 10 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,...
Perspectives | Videos

Around the Horn: Risks and Opportunities in Global Capital Markets

Commonfund recently hosted its 28th annual Commonfund Forum, February 25th-28th, in Hollywood, Florida. In this Forum Spotlight, Commonfund asset class leaders will discuss their approach to...
Market Commentary | Podcasts

Evolving Landscape of Private Credit

Episode 9 In the latest episode of Commonfund OCIO Point of View, Julia Mord and Vincent Kravec discuss the evolving landscape of private credit, highlighted by its recent media attention and...
Market Commentary | Insights Blog

Implications of the U.S. Arrest of Venezuelan President Nicolas Maduro

This past weekend U.S. Special Forces launched a large-scale military operation in Venezuela and in the process captured and arrested Venezuelan President Nicolas Maduro and his wife, Cilia Flores....
Market Commentary | Insights Blog

Year-End Update and 2026 Investment Outlook

Calendar year 2025 delivered strong equity market returns globally, continuing the outsized performance of the past two years. In the U.S., the S&P 500 index returned 17.9 percent. Not to be outdone,...
Market Commentary | Podcasts

Is the AI Bubble Real? Venture Capital Returns & Private Market Growth

Episode 8 In this episode of the Commonfund OCIO Point of View podcast, Julia Mord, Chief Investment Officer, Commonfund OCIO, discusses the current state of capital markets with Aaron Miller,...
Market Commentary | Insights Blog

Fiscal Year-End and Mid-Year 2025 Market and Investment Review

Institutional investors aim to construct long-term asset allocations to withstand bouts of short-term volatility and periods of market uncertainty. This concept was certainly tested in fiscal year...
Market Commentary | Podcasts

Is U.S. Exceptionalism Over? Tariffs, Deficits & Growth

Episode 7 Is U.S. exceptionalism over? In this episode, Julia Mord, the new Chief Investment Officer of Commonfund OCIO, takes over as host and welcomes Kris Kwait for one final conversation before...