Private Equity


How Bad Could the Private-Credit Crisis Get? Just Look at 1929.

Moody’s warns of banks’ $300 billion exposure to private credit, noting rapid loan growth often precedes asset-quality deterioration.

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Morgan Stanley’s Latest Deal Highlights Wall Street’s Existential Bet on Private Markets

The bank is buying EquityZen, which promotes itself as a way to connect investors seeking private assets with shareholders of private companies.

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Janus Henderson Stock Soars on Proposed Acquisition by Peltz’s Trian, General Catalyst

Trian disclosed it was buying shares of Janus Henderson in October 2020, and it currently has two representatives on the Janus Henderson Board.

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Private Equity Had a Great Story. Investors May Be Tired of Hearing It.

Despite the common moniker, much of the recent success has been built around a boom in private credit as opposed to equity. There are signs that the trend has entered its baroque period.

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Private-Asset Star Blue Owl Has Been Flying High. Is It Too Close to the Sun?

The private-markets firm, after a stunning rise, has seen its stock tumble this year on concerns over private credit. Goldman and others now call it undervalued.

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Sports Investing Strategies for Clients With Millions—Not Billions—to Invest

Investors buying marquee sports franchises dominate headlines, but a growing ecosystem of alternative investments offer more accessible entry points for high-net-worth clients.

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Harvard’s Endowment Gains Nearly 12% as Funding Challenges Continue

The fund’s 11.9% gain bolstered the university amid months of funding pressures by the federal government.

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The Rich Aren’t Scared by Market Jitters. How They Minimize Risk.

Even poor performance of private investments don’t deter wealthy families, given long-term prospects for higher returns, a study finds.

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The Alt-Manager Selloff Makes Ares Stock a Buy, This Analyst Says

The managers of private-equity and private-credit funds have seen their stocks fall 15%-20% since late September.

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Wall Street Eyes Credit Market ‘Cockroaches’ as Corporate Debt Rally Wobbles

A twin set of auto sector bankruptcies has credit markets on edge.

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IMF Issues a Warning. How Funds, Insurers, Could Trip Up Banks.

The International Monetary Fund released its Global Financial Stability Report on Tuesday.

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Private-Equity Stocks Have Gotten Crushed. J.P. Morgan Says This One Is a Buy.

Skepticism about the stocks of private asset managers may represent an opportunity for investors.

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Stock Markets Keep Hitting New Highs. No Government, No Problem.

Supreme Court’s Cook decision complicates Trump’s Fed plan, government shutdown could last awhile, pool of publicly traded U.S. companies is rapidly shrinking, and more news to start your day.

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The Incredibly Shrinking Pool of Publicly Traded Companies

IPOs are back in style this year. But despite some high-profile debuts, more companies are holding off on going public or are getting taken private.

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Alts Manager Ares to Buy Stake in $40 Billion Wealth Firm

EP Wealth is also raising debt financing as it seeks to fund future mergers and acquisitions.

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After a Trump Order, Private-Markets Managers Blackstone and Ares Get Set to Woo Small Investors

President Trump has pushed to allow individuals to invest in private markets. Blackstone and Ares Management are readying for the chase.

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Never Mind the Shutdown. The Case for Stocks Rallying in the Fourth Quarter.

Federal shutdown nears, Boeing might design a 737 MAX replacement, AI race heats up, and more news to start your day.

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Electronic Arts Buyers Might Be Paying Too Much for EA Stock

The internal rate of return may be lower than typically targeted in a leveraged buyout.

4 minute read

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You Don’t Need to Wait for Private Assets in 401(k)s. You Can Buy This Alternative Asset Now.

Real asset funds are currently available in employer-sponsored plans. They can help diversify 60/40 portfolios, the author argues.

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SEC Advised on How to Offer Private Assets to the Masses Safely

The agency said proper safeguards need to be in places before ordinary investors can buy into assets like private equity.

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I Learned the Hard Way: Private Investments Probably Don’t Belong in Your Portfolio

Wall Street is trying to expand access to private investments to mom-and-pop savers, but one veteran investment advisor warns that risks abound.

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Wealthy Families Look Past Volatility for Strong Investment Returns

Some family offices are picking direct investments that will drive returns, according to a survey. Even within private-equity funds, families tend to prefer riskier categories.

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Why Rich Millennials Are Turning to Private Investments

Merrill wealth advisor Ariana Bhatia’s background in private investments prepared her well for a hot topic among wealthy next-gen clients.

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The Richest Families Ride Out Market Ups and Downs. They Can Afford To.

A new report by Goldman Sachs shows that wealthy families are constant when it comes to channeling their assets—including in public stocks and private equity.

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The Right Way to Tap Private Investments for Retirement Plans

There is a time-tested way to make new gains and mitigate risks, John Toomey writes in a guest commentary.

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