Investment Strategies of the Ultra-Wealthy - The wealthiest Americans are diversifying their investments beyond traditional stock markets and real estate, focusing on private deals and sectors with high growth potential like AI [1] Private Credit - Wealthy investors are increasingly opting for private credit investments, which allow direct investment in businesses, enhancing return on investment by eliminating intermediaries [2] - These investments typically yield steady returns between 8% and 12% and are less influenced by stock market fluctuations, making them suitable for diversification [2] Private Real Estate Funds and Syndications - Wealthy investors prefer private real estate funds and syndications to manage their real estate investments without the need for active management [3] - These funds pool capital to acquire large properties, providing investors with income and appreciation benefits, along with tax advantages through depreciation [4] - Real estate investments serve as a hedge against inflation, offering monthly or quarterly cash flow [4] Secondaries in Private Equity - The trend among wealthy investors is shifting towards secondary private equity deals, which allow them to buy out existing stakes in funds at a discount, providing quicker liquidity compared to traditional private equity investments [5][6] - These secondary deals offer exposure to established companies rather than just startups, appealing to investors seeking more immediate returns [6] AI and Deep Tech Venture Capital - Significant investments are being directed towards deep tech sectors, including artificial intelligence, robotics, biotech, and clean energy, which are characterized by high growth potential [7] - Venture capital remains largely inaccessible to average investors due to high entry costs, but it is a favored avenue for the ultra-wealthy [7]

This was the year that State Street made private public. In the roughly nine months that the SPDR SSGA IG Public & Private Credit ETF (PRIV) has been trading, it has beaten its benchmark without attracting the level of flows that would make it a runaway success. At about $96 million in assets under management, it’s at a size that the industry considers sustainable. The company’s second such product, the State Street Short Duration IG Public & Private Credit ETF (PRSD), debuted in September and has since r ...

WATCH → How Bitcoin Is Powering Private Credit and Jobs Across Africa ⚡️"Bitcoin-backed private credit is unlocking jobs, growth, and dignity–especially across Africa!" 🔥@frankcorva in conversation with @Shawn_OwenJ of @SALTLending and @staffordmasie of @AfricaBitCorp at @bitcoinmenaconf ...

Private-credit investments are growing increasingly risky in Australia due to their heavy weighting toward the property sector, some of the nation’s biggest funds say. https://t.co/Msp3cG5KPs ...

Private credit is exploding into a $30 trillion force and rewriting the rules of financing. Emily Bannister, Head of Private Credit at Wellington Management joined Bloomberg Open Interest to talk about where the biggest opportunities are, how public and private markets are converging, and what investors need to know heading into the new year. ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bringing Alternatives to DC Plan Participants Tops 2026 Regulatory Priorities “While much of year one of Trump 2.0 was spent getting key officials in place and navigating the longest government shutdown in U.S. history, experts expect year two to be busy at regulators like the Securities and Exchange Commission and Department of Labor, with the administration’s push to broaden access to private ma ...

Blue Owl Capital ( OWL ) is an alternative asset manager with a concentrated exposure to private credit and AI infrastructure, two market segments where sentiment is getting stretched and where risks have beenFor almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. ...

(Bloomberg) -- State Street Corp. seemed to perfectly time the private-markets wave, debuting a private credit exchange-traded fund in February months ahead of an executive order that aimed to push more investors into alternative assets.It had a coveted ticker: PRIV. It had a blue-chip partner: Apollo Global Management Inc. And it had a straightforward goal: “democratizing access” to investment-grade private credit.In less than a year, though, the fund has faced scrutiny from the US Securities and Exchange ...

See more: Navigating Private Credit: Simplify's Christopher Getter on PCR In the search for yield, investors are increasingly looking past traditional fixed income benchmarks and into the $3 trillion private credit market. However, for many, the barriers to entry — ranging from high investment minimums to illiquidity and complex tax reporting — have made the asset class difficult to navigate. For more news, information, and strategy, visit the Institutional Income Strategies Content Hub. VettaFi.com is owne ...

Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.So, let's get to three market catalysts we are watching this hour. First up, the shift to non US equities. Why one guest says emerging markets are likely to lead earnings growth next year.Plus, the Federal Reserve's Beth Hammock pushing to hold rates steady into the spring. why she's more concerned with inflation than the labor market and the outlook for biotech in 2026. We'll take a look at top picks in that sector.First ...