It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025. What Are Private Assets? Risks of Private Assets vs. Public Assets Why Fund Companies Want to Give Retail Investors Access to Private Assets How Investors Can Access Private Assets Today Why Funds Choose Private Credit Instead of Private Equity Why Companies Stay Private How the Lack of Liquidity in Private Assets Plays Out in Interval Funds How Funds Provide Exposure to Private Equity Do Funds with Private Equity or Private Credit Exposure Have Better Performance? Would Holding Private Assets in an ETF Work? Opportunities for Investors in Private Asset Funds Private Asset Fund Outlook Read about topics from this episode. Morningstar's 2025 Outlook: Future Market Investment Strategies When Will Public and Private Equity Markets Finally Converge? DXYZ: This Closed-End Fund Is Not Destiny’s Child Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride Private Credit: Avoid This Common Asset Allocation Mistake 2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market Ask Your Advisor These Questions Before Investing in Private Credit What to watch from Morningstar. Where Investors Can Find the Highest Bond Yields in 2025 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 How to Diversify Your Portfolio to Handle a Market Correction What Higher Bond Yields Mean for Markets in 2025 Read what our team is writing: Jack Shannon Margaret Giles Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.