Private Markets

Finance

Private Credit Crunch: JPMorgan Limits Exposure, Morgan Stanley Fund Caps Redemptions

Photo via Billy Tompkins/ZUMAPRESS/Newscom

Shares of major private-credit lenders are down significantly this year: Apollo has lost 26%, KKR 31%, Blackstone 30%, and Ares 35%.

2 min read

Photo by Annie Spratt via Unsplash

ETF Upside

Fidelity Adds Models with a Taste of Private Markets

The company’s new model portfolios are built primarily with ETFs or mutual funds, but they use less-liquid funds for private holdings.

2 min read
Photo via Illia Uriadnikov/Newscom

Advisor Upside

Private Investments Are Coming for 401(k)s. There’s a Big Illiquidity Problem

To work in 401(k) plans, some private equity investments would need far more readily available cash than investors might assume.

2 min read
Photo by Annie Spratt via Unsplash

Advisor Upside

How Advisors Are Putting Private Markets to Use

Momentum continues among advisors, who are diversifying portfolios beyond public stocks and bonds.

4 min read

Advisor Upside

How Advisors Are Tapping New ETF Strategies in 2026

Photo by Curated Lifestyle via Unsplash

If this year proved that ETFs can house almost any asset class, next year will be about putting them to good use.

4 min read

Banking

Morgan Stanley Jumps on Private Market Research Bandwagon

Photo via Richard B. Levine/Newscom

There are more than 1,500 active unicorns that have raised roughly $1 trillion in venture capital funding, according to PitchBook data.

1 min read

Advisor Upside

Morgan Stanley Buys Equity Trading Platform in Private Investment Push

Photo by Ajay Suresh via CC BY 2.0

The investment bank has acquired EquityZen, giving Morgan Stanley clients greater access to private company investments.

1 min read

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