Alternative asset manager Pollen Street Capital has raised €2 billion for its private equity strategy, helped by increased appetite for mid-market deals in Europe https://t.co/v9GYraOhRg ...

Market Trends & Macroeconomic Factors - The market is receiving mixed signals regarding the Federal Reserve's interest rate path, especially with recent CPI increases [1] - While overall inflation has been relatively tame despite tariffs, the Fed is expected to observe a few more months of data before resuming rate cuts [2] - There's uncertainty surrounding the risk of inflation spiking and upward moves in bonds, particularly with the August 1 deadline looming [4] - The market appears to be largely shrugging off these concerns, hoping for trade deals or extensions [5] Company Earnings & Valuations - Attention is being paid to how tariffs and trade are impacting company earnings and margins, though no significant impact has been observed thus far [6] - NASDAQ and S&P are near or at all-time highs, indicating markets are priced for perfection [6] - Tech stocks have seen a surge since April lows, leading to stretched valuations [8][9] - Top 10 holdings in the S&P account for a significant concentration, representing 30-38% of the index and 32% of the earnings [9] - Despite high expectations, the market wants to see continued investment in AI and capex spending on data centers and infrastructure [10] Investment Opportunities - Both public and private investments are seen as good opportunities, particularly in illiquid investments across private capital, private equity, private credit, and private real estate [12][13] - Investing in alternative asset managers could benefit if more private investments are allowed in 401ks [11] - Private equity investments offer exposure to AI companies not readily available in public markets [13]

Investment Strategy - ShawKwei & Partners, a private equity firm, is staying away from China [1] - The firm relocated from Hong Kong to Singapore three years ago [1]

Market Trends & Regulatory Landscape - President Trump is expected to sign an executive order to make private market investments more accessible to US retirement plans [1] - The executive order aims to provide guidance to the Department of Labor and the Security Exchange Commission on incorporating private market investments into target date funds and balanced funds within 401k plans [1] Investment Opportunities & Potential Risks - The 401k industry holds approximately $12 trillion in assets, presenting a significant opportunity for private market investments [1] - BlackRock and Apollo are among the firms that stand to benefit significantly from increased access to private capital in 401k plans [1] - Concerns exist regarding the suitability of alternative investments for all investors due to their less liquid nature, reduced transparency, and higher fees [2][3] - The relative youth of the private market asset class raises concerns about its long-term performance and appropriate allocation within retirement portfolios [4] Individual Investor Considerations - The average Fidelity 401k account balance at the end of Q1 was $127,000 [1] - Financial advisors express concern that investors may view private market investments as a quick fix to meet retirement goals without fully understanding the challenges [4][5] - Independent financial advice is crucial to determine how these investments fit into an individual's overall financial life [5]

It's time now for the Wall Street beat. It's the talk of the town. The Trump administration is finalizing an executive order that would allow for one key retirement plans to invest in private equity.This move would be a major win for the industry. Stocks are rallying on the news. Many of these stocks have been under pressure all year.Joining us now with details, Bloomberg's private equity reporter, Alison Mcneilly, who's been following the story, closely reported back in May that this was under consideratio ...

Okay, folks. I want to know what you guys think of this one. So, the Trump administration now working on a plan, a proposal really, to make private market investments more available to Americans through their retirement plans.This is according to a report in the journal which says that an executive order could be signed as soon uh really in the next couple weeks. Uh but details still being worked out on this. Success uh in the area would amount to a huge win for the private equity industry.shares of some of ...

On Bullish with Sonali Basak, we explore how private equity is changing the landscape for homebuyers and renters, and whether it will help or hurt them https://t.co/WqEzQHeyrU ...

IPO Market & Policy - IPO window is opening, but sustainability is uncertain, requiring policy stability [1][2] - Over 100 IPOs occurred, with 80% higher issuance in the first half of 2025 compared to the previous year, signaling market improvement [2] - Many companies are in "watch and wait" mode, especially regarding trophy assets in private equity, awaiting a clearly established window before launching IPOs [3] - Tariff policies pose a risk to the IPO pipeline, causing investors to adopt a "watch and wait" approach until policy stability is confirmed [3][4] - The market is awaiting clarity on the Fed's path and the implications of tariffs on the economy to ensure stability before fully opening the IPO window [5] Private Markets - Subdued public capital markets have altered behavior in private markets due to limited IPO exits and liquidity [7] - Private equity operates on a cycle of 4-5 years for buying and selling assets, but a bearish cycle has impacted asset sales [7] - Assets bought in the 2019-2022 period in private markets need to be sold, raising questions about how [8][9] - Retail investors are being pitched private market assets based on historical performance, but current performance may differ [10] - Retail investors need to understand the specific private assets they are buying, considering factors like duration and liquidity [11] - Strategies like private credit and secondaries offer shorter durations and quicker returns, attracting retail investors [11][12][13] - Investors should match the liquidity profile of assets with their investment horizon, understanding that long-dated funds have limited short-term liquidity [13][14]

Market Trends - Sales are increasing to continuation funds, indicating a growing trend in private equity [1] - Continuation funds allow private-equity firms to retain businesses [1] - Original fund investors have the opportunity to cash out through continuation funds [1]

How This Chicago Private Equity Firm Scored The Biggest Exit Of 2025 https://t.co/wK56Di6eo3 ...