Waseem Hassan’s Post

Scott Bennett, Director of Factor Investing and Multi-Asset Strategies at Invesco, speaks to Tahn Sharpe at The Inside Network on why advisers should rethink small caps. Watch the video now to learn why Scott believes strong tailwinds are transforming opportunities for small cap investors. If you'd like to learn more about the opportunities in small caps, please see our recent paper here (for professional investors only): https://lnkd.in/gw_AYNAT

At the Bank of America Financial Services Conference 2024, the executives of leading alternative asset managers - such as Blackstone, Apollo Global Management, Inc., Blue Owl Capital, TPG, Ares Management Corporation, and KKR - expressed optimism about growth in the private wealth channel. These firms have expanded their presence in the private wealth market through innovative investment products that open opportunities that were traditionally reserved for institutional investors to eligible investors as well. These newly launched private investment funds cover a wide range of assets like private credit, private equity, private real estate, and private infrastructure. As these asset managers continue to expand their product offerings and strategic initiatives, the outlook for private wealth in the alternative investment sector appears promising, setting the stage for continued growth and innovation. https://lnkd.in/eRDD4EFB #alternativeinvestment #alternativeinvestments #privatemarket #privatemarkets #investmentfund #investmentfunds #privatewealth #wealthmanagement #assetmanagement #privatecredit #privateequity #realestate #infrastructure #outlook #outlook2024 #news #conference #investmentstrategy #investmentstrategies

The concentration of wealth in the United States is real. Today, families with $2M+ account for 65% of total investable assets, and that number is accelerating*. These families have unique needs and expectations. Advisors continue to evolve the solutions they offer and their practices to free up time to deeply serve these clients. Learn more about how BlackRock can partner with you to better meet the needs of your largest clients -> https://1blk.co/3wTWLTZ #wealthconcentration #financialadvisors

According to a recent survey by Goldman Sachs, private credit and investment-grade debt are expected to deliver the highest risk-adjusted return in the market over the 12 next months. Additionally, sustainable investing and outsourcing of asset management are emerging trends for European-defined benefit pension funds. My colleague, Monica Summerville (Celent's Head of Capital Markets), dives deeper into these insights and shows how this research aligns with recent research from Celent's Capital Markets team. #CapitalMarkets #SustainableInvesting #AssetManagement

💵𝗖𝗮𝗻 𝗪𝗲𝗮𝗹𝘁𝗵𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗨𝗻𝗹𝗼𝗰𝗸 𝘁𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗔𝘀𝘀𝗲𝘁𝘀? 💰 With private equity, debt, and infrastructure gaining traction, firms are racing to offer exclusive investment opportunities to affluent individuals. Could this be the future of wealth management? 1️⃣ 𝗔 𝗦𝗵𝗶𝗳𝘁 𝘁𝗼 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲𝘀: BNY Mellon’s platform now enables financial advisers to manage private equity and private debt for wealthy clients. With high returns and increasing demand, alternative assets are becoming a major part of wealth management strategies. 📊 2️⃣ 𝗠𝗮𝗷𝗼𝗿 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀 𝗶𝗻 𝗔𝗰𝘁𝗶𝗼𝗻: BlackRock’s collaboration with Partners Group, and KKR’s venture with Capital Group, are pushing alternative assets to retail markets. They’re targeting the growing demand for diversified portfolios and higher returns. 🌐 3️⃣ 𝗥𝗶𝘀𝗸𝘀 𝗮𝗻𝗱 𝗥𝗲𝘄𝗮𝗿𝗱𝘀: While alternative assets offer attractive returns, they come with higher risks, including illiquidity and complex fees. Critics warn that retail investors may not fully understand these risks, potentially leading to market volatility. ⚠️ 4️⃣ 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝘃𝗲 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝘀: New fund structures like State Street’s public-private ETF and KKR’s bond-private debt combo products are breaking new ground, offering periodic liquidity in traditionally illiquid markets. This approach seeks to balance investor protection with higher returns. 🛠️ ➡️ 𝘈𝘴 𝘮𝘰𝘳𝘦 𝘸𝘦𝘢𝘭𝘵𝘩 𝘮𝘢𝘯𝘢𝘨𝘦𝘳𝘴 𝘥𝘪𝘷𝘦 𝘪𝘯𝘵𝘰 𝘢𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴, 𝘸𝘪𝘭𝘭 𝘵𝘩𝘦𝘺 𝘳𝘦𝘢𝘱 𝘵𝘩𝘦 𝘳𝘦𝘸𝘢𝘳𝘥𝘴, 𝘰𝘳 𝘸𝘪𝘭𝘭 𝘮𝘢𝘳𝘬𝘦𝘵 𝘤𝘰𝘮𝘱𝘭𝘦𝘹𝘪𝘵𝘪𝘦𝘴 𝘭𝘦𝘢𝘥 𝘵𝘰 𝘶𝘯𝘦𝘹𝘱𝘦𝘤𝘵𝘦𝘥 𝘤𝘩𝘢𝘭𝘭𝘦𝘯𝘨𝘦𝘴? 🤔 Interesting! [𝐋𝐢𝐤𝐞] 👍 Helpful? [𝐑𝐞𝐩𝐨𝐬𝐭] ♻ Insights on this subject? [𝐒𝐡𝐚𝐫𝐞 𝐛𝐞𝐥𝐨𝐰] 💬 Do not want to miss the next post? [𝗙𝗼𝗹𝗹𝗼𝘄] 🔔 Nexus Capital Middle East 𝗦𝗼𝘂𝗿𝗰𝗲: Financial Times, Brooke Masters 📢 𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: This post is for informational purposes only and reflects personal opinions. It is not intended as investment advice. Always conduct your own research or consult a financial advisor before making investment decisions. #NexusCapitalME #AlternativeAssets #WealthManagement #PrivateEquity #PrivateDebt #PrivateMarkets #VentureCapital #InvestmentStrategy #MarketTrends #Risk

According to a recent survey by Goldman Sachs, private credit and investment-grade debt are expected to deliver the highest risk-adjusted return in the market over the 12 next months. Additionally, sustainable investing and outsourcing of asset management are emerging trends for European-defined benefit pension funds. My colleague, Monica Summerville (Celent's Head of Capital Markets), dives deeper into these insights and shows how this research aligns with recent research from Celent's Capital Markets team. #CapitalMarkets #SustainableInvesting #AssetManagement

According to a recent survey by Goldman Sachs, private credit and investment-grade debt are expected to deliver the highest risk-adjusted return in the market over the 12 next months. Additionally, sustainable investing and outsourcing of asset management are emerging trends for European-defined benefit pension funds. My colleague, Monica Summerville (Celent's Head of Capital Markets), dives deeper into these insights and shows how this research aligns with recent research from Celent's Capital Markets team. #CapitalMarkets #SustainableInvesting #AssetManagement

Over the next two decades, $84 trillion of private wealth will change hands across generations*. In the latest Advisor Pulse, senior advice strategist Maria Quinn of Vanguard Investment Advisory Research Center explains how this could cost your practice 20% to 30% of your AUM. After watching the short video below, check out our intergenerational wealth transfer resource center. You’ll see how you can help clients prepare for the next generation. https://lnkd.in/ekF4awd6 #vanguardadvisorpulse *The Cerulli Edge: U.S. Retail Investor Edition; The Wealth Transfer Issue. 2023. Cerulli Associates: Boston

BlackRock, along with other potential suitors, is exploring a possible acquisition of HPS Investment Partners, LLC. If this deal comes to fruition, it would be one of the most impactful moves in the private credit space this year. HPS is a major player, and BlackRock's interest underlines just how crucial private credit is becoming in today's investment landscape. With traditional yields low and risk appetite shifting, private credit offers unique opportunities that are grabbing the attention of the biggest players. This isn’t just about another acquisition—it's about scale, influence, and the growing mainstream acceptance of private credit as an essential piece of the investment puzzle. Consolidation is coming, and it’s going to open up new opportunities for credit providers and investors alike. #PrivateCredit #BlackRock #HPS #AlternativeInvestments

BlackRock CEO Larry Fink just said he thinks they can index private markets. This is huge. BlackRock's move to acquire Preqin signals exactly the shift in the private markets I’ve been talking about since 2018. But while I appreciate BlackRock's active stance in driving change, money alone can't solve this challenge. At Stableton, we've experienced the full cycle – from the excitement of our idea to the realization of how hard it is to do it right. We’re proud to say that we've already succeeded. Our operations are a well-oiled machine, and we are growing 120% p.a. So my advice to Larry, and anyone else considering this move: Instead of merely purchasing data, invest in specialists who can truly execute these strategies. Bad luck for BlackRock, though – Stableton is not for sale. We see immense potential ahead and plenty of room to grow and scale. To our clients, partners, and team – I hope you feel as proud as I do when you see that the world’s largest asset manager is following in our footsteps. Here’s to the exciting journey ahead! And if you want to know what we have planned, check out our newsletter: https://lnkd.in/eG6ufZtT #investing #privatemarkets #secondaries https://lnkd.in/e_cyNpny