When investors consider how to diversify their investment portfolios, traditional assets like stocks and bonds are often the first things that come to mind. But private markets have become increasingly prominent in the financial landscape. These unique investments can offer diversification benefits that are often insulated from broader economic cycles. So, what's driving this shift towards private market investments and how are these trends reshaping the strategies of investors compared to previous cycles? Paul Braude and Vidy Vairavamurthy, Portfolio managers at BlackRock, join Oscar to help us understand the current themes driving private market opportunities, how they identify and evaluate emerging trends, and how private market investments can complement public market exposures.
00:00 Introduction to Diversifying Investment Portfolios
00:16 The Rise of Private Markets
01:44 Understanding Private Markets and Alternatives
03:52 Evolution and Growth of Private Markets
07:03 Challenges and Opportunities in Private Markets
12:34 Emerging Private Assets
16:21 Trends Driving Private Markets
19:50 Conclusion and Future Outlook
Sources: “As companies stay private longer advisors need access to private markets”, Nasdaq, August 2022; BlackRock with data from Prequin as of April 2024; “Expanded DPO” View
private markets, public markets, emerging assets, music royalties, private credit
This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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