Alternative investments

There's "no free lunch investing in private assets," the research firm said in its latest study of semiliquid assets — released a week before Blue Owl permanently shut the gate of a closely watched private credit fund.

The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.

The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.

Private equity in 401(k)s may face significant liquidity strains, reducing returns and complicating plan management, according to new Morningstar research.

After a long price correction in the art market, Bank of America is expanding its advisory services for collectors — and it's not alone.

A few weeks ago, analysts at UBS laid out a worst-case scenario for defaults in the private credit sector. Their outlook just became more grim.

Blue Owl's decision to halt withdrawals from one of its private credit funds raises further questions about the already obscure world of private credit.

Retail investors increased their allocations to private equity, private credit by a whopping 36% last year as advisors look for diversification and strong returns.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

Given recent renewed interest in the medium, top enthusiasts' collections can be worth six figures. But quality generally beats quantity, and it pays to be informed about which rare pressings are most sought-after.

The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.

Virtually every major firm on Wall Street has joined the push into private markets, with many trying to get in early on the biggest "next big thing" to hit financial services since the exchange-traded fund.

Once rare, the same kind of permissive terms that are widespread on leveraged loans are becoming increasingly common in the $1.7 trillion private credit market.

Even as markets sometimes touched all-time highs, there was a general feeling of uncertainty among advisors and clients. Experts say that's why several tried-and-true strategies became more attractive this year.

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.

After the newly crypto-friendly Donald Trump won reelection, bitcoin jumped over $100,000. Many advisors and even more clients remain skeptical, though.

Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are rampant, so buyers should beware.

Sports are in for the ultrawealthy; paintings, out. Some 20% of 111 billionaire families served by the Wall Street giant now own controlling stakes in sports teams.

A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.

Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.