This Private Markets Pulse segment of Beyond 60/40 centers on private markets globally. Anastasia Amoroso, iCapital's Chief Investment Strategist, shares how Europe and Asia now account for almost half of global assets under management, driven by economic growth in emerging markets and regulatory reforms.
The favorable macroeconomic environment, with significant interest rate cuts from central banks, is likely to stimulate deal-making and support valuations. For example, Anastasia shares the European deal activity surge in Q2 of 2024 as well as China's stimulus measures as examples for recent boosts.
Tune in to hear more on Anastasia's thoughts on how individual investors remain under-allocated in private markets, despite this growth, how continued expansion is expected, and the ample opportunity for increased allocations in private client portfolios.
