Regulatory Changes - President Trump signed an executive order to ease access to alternative assets like private equity, real estate, and cryptocurrency in 401(k)s [1] Investment Implications - The move potentially impacts retirement savings by allowing investment in alternative assets [1]

Market Trend & Investment Opportunity - President Trump is expected to sign an executive order allowing private and crypto assets into 401(k)s, potentially opening an $8 trillion market to private equity [1][7] - Private equity firms could gain access to a significant portion of the 401(k) market, potentially reaching 5%, or $400 billion [7] Risk Assessment & Concerns - Investing in private markets is significantly more complex than investing in public stock mutual funds, with increased risks related to liquidity and opacity [2][3] - Retail investors may not fully understand the illiquidity of private market assets, which are long-tailed and cannot be easily sold [9][10] - Diversification benefits in private markets may be limited during economic downturns, as private asset valuations may lag behind public market declines [11][12] - There are concerns about high and potentially hidden fees associated with private equity funds in 401(k)s, which could significantly exceed those of traditional index funds (100 basis points vs 3 basis points) [8][13] - The suitability of illiquid private investments for older investors and the challenges of inheriting such assets are questioned, especially regarding access to liquidity when needed [14][15] Alternative Investment Options - Individual investors already have access to alternative investments through platforms connecting asset managers to the RAIA community, albeit typically for larger allocations (e g, $500 thousand) [5] - Investors can gain exposure to private capital and credit through publicly traded vehicles like BDCs (Business Development Companies) such as ARIES and Six Street Lending [6][7] Investor Choice & Considerations - While offering investment choice is generally positive, the complexity and risks of private markets raise concerns about whether individual investors are adequately equipped to make informed decisions [2][4] - The potential for outperforming the S&P 500 through private equity investments in 401(k)s is questioned, with emphasis on the need for diversification and careful allocation (e g, 5%-10% max exposure) [8][9]

Market Trends & Tariffs Impact - The market has largely ignored tariffs for the past 3 months, but concerns are rising about their potential impact on corporate profits [1] - Fresh tariffs from the Trump administration have gone into effect, with rates ranging from 50% on goods from Brazil to 35% for Switzerland and 25% for India [1] - The market's upward movement is attributed to concentration in software companies and companies like Nvidia seeking exemptions [1] - The AI trade is driving a lot of market enthusiasm, making it hard to find bears in the tech sector [2] Company Performance & Strategies - Airbnb's Q2 earnings beat estimates with revenue up 13% and net income up 16%, but Q3 guidance is weaker due to tariffs and investments [3] - Airbnb is investing $200 million in new services and experiences, impacting profit margins [3] - Apple CEO Tim Cook presented President Trump with a gift and pledged to spend $100 billion more on US companies and suppliers over the next four years [1] - Apple warned that tariffs would negatively impact profits by $110 million [2][3] Economic Outlook & Investment Strategies - One perspective suggests tariffs are beneficial for the US economy in the long run by reducing the budget deficit and increasing private investment, potentially raising economic growth by 2% [1][2] - Another perspective views tariffs as unsustainable and believes the market has merely adjusted expectations from catastrophic levels to still-high levels [1] - The market is seen as a "seven stock market" concentrated in the MAG seven [1] - There's a debate on whether to allow private equity, real estate, and crypto in 401ks, raising concerns about increased risk in retirement savings [11][12]

what's going on with Warner Brothers. >> Hey Andrew Warner Brothers discovery out with earnings this morning. Earnings coming in at $0.63% a share.Revenue 9.8% billion. That was ahead of expectations. Total adjusted EBITDA grew 9% to $2 billion over the prior year, driven by growth in streaming and studio segments.Streaming numbers reached 125.7% million. That's slightly ahead of estimates. Joining us now is Rich Greenfield Lightshed partners.Rich, great to have you with us. What's your first reaction to th ...

NEWS: Donald Trump to sign executive order opening 401(k) access to crypto, real estate, and private equity this Thursday. https://t.co/VFw6BANUgc ...

Regulatory Changes - The U.S government plans to allow alternative assets like private equity, real estate, and cryptocurrencies in 401(k) retirement accounts [1] - The executive order instructs the Labor Department to reassess ERISA guidance [1] - The order also requires coordination with the Treasury and SEC on potential rule changes [1]

RT Tree News (@TreeNewsFeed)TRUMP WILL SIGN AN EXECUTIVE ORDER THURSDAY THAT AIMS TO ALLOW PRIVATE EQUITY, REAL ESTATE, CRYPTOCURRENCY & OTHER ALTERNATIVE ASSETS IN 401(K)S- BLOOMBERG NEWS - RTRS ...

We're going to dive further into the realm of private markets. We're joined now by Achilles Global founder and CEO Sachin Khajuria. Achilles Global is a private investment firm operating in public and private markets.And. Sachin, you spent a lot of time at Apollo yourself before leaving in founding Achilles. What's going on here.You look at the negativity behind the stocks of these major alternative asset managers. This was the flavour of the decade it feels like, for the financial industry. Why are investo ...

Private equity may have a new card to play against creditors in restructuring deals. Read it here in The Brink. https://t.co/c3n07R2vvF ...

Core Viewpoint - eQ Plc reported a significant decline in net revenue and operating profit for the first half of 2025, attributed to challenging market conditions and poor performance in its Corporate Finance and Investments segments [4][8][15]. Financial Performance - The Group's net revenue for January to June 2025 was EUR 28.3 million, down 17% from EUR 34.2 million in the same period of 2024 [3][4]. - Operating profit decreased by 35% to EUR 11.8 million from EUR 18.1 million year-on-year [4][8]. - The profit for the period was EUR 9.3 million, a 35% decline from EUR 14.3 million [5][8]. - Consolidated earnings per share fell to EUR 0.22 from EUR 0.35, marking a 36% decrease [5][8]. Segment Performance - Asset Management segment net revenue decreased by 5% to EUR 28.6 million, with operating profit down 13% to EUR 15.2 million [4][14]. - Corporate Finance segment net revenue plummeted by 72% to EUR 0.8 million, with an operating loss of EUR -0.9 million [3][15]. - The Investments segment reported a negative operating profit of EUR -1.3 million, a significant drop from EUR 0.5 million in the previous year, impacted by valuation changes and currency fluctuations [4][17]. Market Conditions - High market volatility and geopolitical tensions, including U.S. tariffs and conflicts in the Middle East, contributed to uncertainty in the capital markets [6][7]. - Despite these challenges, some stock markets rebounded, and interest rate spreads narrowed, with the ECB continuing interest rate cuts [7]. Asset Management Developments - eQ Asset Management raised over EUR 200 million for private equity and residential funds during the review period, including USD 178 million for the eQ PE XVII US fund [10][11]. - The assets managed by eQ Asset Management grew to EUR 13.5 billion, up from EUR 13.4 billion at the end of 2024 [4][5]. Future Outlook - The real estate market remains challenging, with low liquidity and unchanged yield requirements despite falling interest rates [18][19]. - The company anticipates a potential increase in Private Equity allocations from Finnish asset management clients in the coming years, expecting an increase in Private Equity fees in 2025 [20][21].