A new report from Morningstar found that the drivers of investor interest have shifted noticeably over the past year.
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Views on the proposal are complicated and decidedly mixed, including within the financial services industry itself.
The group limited withdrawals to 5% at its flagship private equity fund after second-quarter redemption requests reached nearly 10%.
The firm reported Wednesday that assets under management surpassed the historic $1 trillion milestone in the first quarter.
Concerns of AI disruption for software firms is had had investors yanking money from private credit funds, including Blackstone’s BCRED.
Allies on both sides of the Atlantic have already committed billions to upgrade military infrastructure and boost manufacturing.
The iShares Global Clean Energy ETF jumped more than 5% last week, exceeding the oil-and-gas-focused Vanguard Energy ETF’s 1.3% gain.
Most of JPMorgan’s big banking peers don’t have NAV loan agreements that let them proactively revalue assets.
The company’s new model portfolios are built primarily with ETFs or mutual funds, but they use less-liquid funds for private holdings.
Ackman’s move comes at a time when many young retail investors have grown tired of their classic stock-and-bond portfolios.
Nobody is happier about the exit uptick than Blackstone executives, whose realized performance compensation reached $1.1 billion in 2025.
Retail investors can get private assets in a few ETFs, but there are limits on how much is in the portfolios and questions about valuations.
Despite a recent pickup in dealmaking, the industry is sitting on a backlog of at least 31,000 companies valued at $3.7 trillion.
While 2025’s IPO boom is likely being enjoyed by Wall Street’s investment bankers, it may be even better news for private equity.
PE will continue to dominate, but medium-sized sellers may fill in the gaps.
The most significant benefits went to savers with bigger balances and higher contribution rates.