Amid growing allocations globally to private markets, the focus has shifted to more transparent and liquid access to assets. The goal is making them more transparent and investable, with recent index innovations by S&P Dow Jones Indices (S&P DJI) a key starting point, says Ari Rajendra, the firm’s head of private markets indices.
The allocation gap between institutional and retail investors in private markets will persist despite expected growth in individual participation, says JP Morgan Asset Management's global CEO, who predicts increased transparency in alternatives while warning of supply constraints in private credit.
In a maturing private markets landscape, being selective counts. European real estate offers renewed opportunities for investors who take a disciplined, sector-specific approach as they eye assets with strong fundamentals and structural growth potential, according to specialists at Principal.
As the market surges and retail flows intensify, institutional investors are raising concerns about cracks forming in overextended private credit markets.
Global investors brace for tougher private markets as Malaysia's KWAP scales its programme while US allocators warn future returns will demand stronger selection and authentic value creation.
Institutional investors are turning back to Asia, lured by deeply undervalued markets and structural growth opportunities. Khazanah and Income Insurance say Asia’s economic heft and rising private-market participation provide compelling investment opportunities.
Foreign institutional appetite for Asia’s private credit market is picking up, but flows are uneven. Investors are gravitating toward larger, developed markets while some regions continue to suffer from structural under-allocation.
Bryan Goh, CEO of Singapore’s Tsao Family Office, says long-term interest rates and structural economic shifts are defining how families navigate wealth today.
Singapore based single family office Vedas Group is moving away from blind pool VC/PE fund commitments in favour of direct, sector-specific investments through special purpose vehicles.