213: The Evolution of Private Markets in Modern Investment Portfolios

The Bid

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14d ago 20:59

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When investors consider how to diversify their investment portfolios, traditional assets like stocks and bonds are often the first things that come to mind. But private markets have become increasingly prominent in the financial landscape. These unique investments can offer diversification benefits that are often insulated from broader economic cycles. So, what's driving this shift towards private market investments and how are these trends reshaping the strategies of investors compared to previous cycles? Paul Braude and Vidy Vairavamurthy, Portfolio managers at BlackRock, join Oscar to help us understand the current themes driving private market opportunities, how they identify and evaluate emerging trends, and how private market investments can complement public market exposures.

00:00 Introduction to Diversifying Investment Portfolios

00:16 The Rise of Private Markets

01:44 Understanding Private Markets and Alternatives

03:52 Evolution and Growth of Private Markets

07:03 Challenges and Opportunities in Private Markets

12:34 Emerging Private Assets

16:21 Trends Driving Private Markets

19:50 Conclusion and Future Outlook

Sources: “As companies stay private longer advisors need access to private markets”, Nasdaq, August 2022; BlackRock with data from Prequin as of April 2024; “Expanded DPO” View

private markets, public markets, emerging assets, music royalties, private credit

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