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/