Convergence of Public and Private Markets Leads to a New Portfolio Approach and New Products
How private market growth is driving the Total Portfolio Approach and the rise of products that combine public and private investments.
Products & Strategies
Information and insights about the latest products offered to individual investors and investment strategies employed by private fund managers.
Advisor Experience Matters in Building Private Market Portfolios
New research shows advisor quality can significantly influence private market portfolio returns. Learn the key questions to ask before investing.
Beyond Labels: Choosing Private Funds That Match Investor Values
Private funds can support investor values without sacrificing returns. Here’s how to evaluate ESG and impact strategies beyond labels.
Private Real Assets and Inflation Hedging: An In-Depth Analysis for Investors
We examine inflation-hedging and private real assets, with insights on how individual investors can apply the findings to their portfolios.
When ETFs Met Private Credit
ETFs are merging with private credit, offering retail investors new access but raising questions about liquidity and regulatory scrutiny.
Infrastructure: A Growing Opportunity for Private Investors
Private funds seek infrastructure investments for stable returns, diversification, and inflation hedging amid a $0.5T annual funding gap.
Private Credit: Evaluating the Opportunities Ahead
Exploring opportunities in private credit and how individual investors can strategically position themselves to capitalize on this growing segment of the investment landscape.
Private Credit Expanding Beyond Direct Lending
Private credit, now a $2T market, grows via direct lending and asset-based finance (ABF). Banks’ retrenchment fuels ABF's rise, projected at $5.5T.
GP-Led Secondaries and Investor Choices: What Individual Investors Need to Know
Steve and Nathaniel look at the evolution of GP-led secondary transactions and offer recommendations for individual investors.