Private Assets Gaining Traction

Private assets are becoming increasingly attractive to investors seeking diversification and potentially higher returns in a changing market environment.

Themes

Navigating Global Uncertainty

Timeframe

near-term

Subcategories

Corporate Strategy Global Markets Investment Strategies Risk Management

Impact areas

Direct lending Infrastructure Investment portfolios Private Equity Real estate

Detailed Analysis

Private assets are poised for a new cycle in 2025, offering attractive prices and a wider range of investment options. "Private assets are on the cusp of a new cycle and we expect the first half of 2025 to offer up attractive prices…" The asset class has matured significantly, providing investors with greater sophistication and diversification opportunities. This growth is driven by factors such as pent-up demand for deals, strong financing bids, and the increasing maturity of the secondaries market.

Context Signals

Growth of secondaries market Increased demand for private credit Low prices and asset availability in real estate

Edge

Potential for higher returns in private markets compared to public markets Increased access to specialized investment strategies Need for greater due diligence and expertise in navigating private asset markets

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Keywords

financial innovation investment trends market diversification

Private assets are on the cusp of a new cycle and we expect the first half of 2025 to offer up attractive prices for what promises to be a strong vintage of investments.

Categories for this trend