In this Private Market Pulse segment of Beyond 60/40 Ep. 35, we analyze iCapital's Q4 flow of funds data, highlighting the growing demand for private equity (PE) and private credit (PC). We'll discuss why investors are committing capital to these sub-asset classes, driven by a solid US economy and modest interest rate relief. PC accounted for 35% of Q4 flows, with its platform asset share nearly doubling since 2020. We'll also touch on the shifting preferences in real assets, with infrastructure demand surging and core real estate sentiment improving. As capital market activity picks up, investors are preparing for a more volatile 2025. Tune in for key insights from Anastasia Amoroso, iCapital's Chief Investment Strategist.
For more, read iCapital's Private Market and Hedge Fund Strategy Ratings Report here: https://icapital.com/insights/investment-market-strategy/private-markets-hedge-fund-strategy-ratings-1h-2025/
