The future of private markets

The four megatrends shaping the portfolios of 2030 and beyond.

We believe that exposure to private markets can potentially add to total portfolio returns for multi-asset investors. Alongside the diversification benefits investing in private assets can offer, this can also potentially reduce overall portfolio risk and boost risk-adjusted returns. However, there are several observable megatrends that are in our view already reshaping private markets, creating both risks and opportunities. To maximise the benefits of adding private market exposure, we believe it is vital to embrace structural change when allocating in different asset classes and sectors.