All Episodes

June 21, 2025 17 mins

In this episode, we dive into private assets. What they are, their history, the risks and benefits and whether they suit investors.


In this week's Unconventional Wisdom column, Mark runs through the reason why private credit is a hard no for him. As investors rush into the attractive yield offered by private credit providers, he urges caution and why all that glitters is not always gold.


Shani's Future Focus looks at three ways to maximise your returns. Her column looks past how to find the best investments, but how to maximise the returns of the ones that you have.


Public companies that are taken over by private equity are usually done so at a premium to recent share prices. But does seeking out potential takeover targets make sense for investors? In the latest edition of Bookworm, Joseph taps the insight of legendary fund manager Anthony Bolton to arrive at three things that might make a company more attractive to acquirers. He also explains why investors should be wary of relying too much on this outcome alone.


99% of investors won't be the next Warren Buffett. Luckily, we don't need to be that successful. This week Sim continues to explore products that make investing easier, with the newest edition of Young & Invested featuring a deep dive on one-ETF portfolios. Are they a help or hinderance to your goals? 


To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

Additional resources from our episodes are available via our website.

Audio Producer and mixer: William Ton.


Hosted on Acast. See acast.com/privacy for more information.

Mark as Played

Advertise With Us

Popular Podcasts

Stuff You Should Know
The Joe Rogan Experience

The Joe Rogan Experience

The official podcast of comedian Joe Rogan.

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.