It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Description
Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.
What Are Private Assets?
Risks of Private Assets vs. Public Assets
Why Fund Companies Want to Give Retail Investors Access to Private Assets
How Investors Can Access Private Assets Today
Why Funds Choose Private Credit Instead of Private Equity
Why Companies Stay Private
How the Lack of Liquidity in Private Assets Plays Out in Interval Funds
How Funds Provide Exposure to Private Equity
Do Funds with Private Equity or Private Credit Exposure Have Better Performance?
Would Holding Private Assets in an ETF Work?
Opportunities for Investors in Private Asset Funds
Private Asset Fund Outlook
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