Artwork

Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

25:48
 
Share
 

Manage episode 460365111 series 2536262
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

Read about topics from this episode.

Morningstar's 2025 Outlook: Future Market Investment Strategies

When Will Public and Private Equity Markets Finally Converge?

DXYZ: This Closed-End Fund Is Not Destiny’s Child

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Private Credit: Avoid This Common Asset Allocation Mistake

2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market

Ask Your Advisor These Questions Before Investing in Private Credit

What to watch from Morningstar.

Where Investors Can Find the Highest Bond Yields in 2025

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025

How to Diversify Your Portfolio to Handle a Market Correction

What Higher Bond Yields Mean for Markets in 2025

Read what our team is writing:

Jack Shannon

Margaret Giles

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

306 episodes

Artwork
iconShare
 
Manage episode 460365111 series 2536262
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

Read about topics from this episode.

Morningstar's 2025 Outlook: Future Market Investment Strategies

When Will Public and Private Equity Markets Finally Converge?

DXYZ: This Closed-End Fund Is Not Destiny’s Child

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Private Credit: Avoid This Common Asset Allocation Mistake

2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market

Ask Your Advisor These Questions Before Investing in Private Credit

What to watch from Morningstar.

Where Investors Can Find the Highest Bond Yields in 2025

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025

How to Diversify Your Portfolio to Handle a Market Correction

What Higher Bond Yields Mean for Markets in 2025

Read what our team is writing:

Jack Shannon

Margaret Giles

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

306 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play