Many insurers have adapted their portfolios to include private markets much more than before.
It’s been the defining trend of the last decade: more insurers have moved into private markets due to their search for yield, diversification, and illiquidity premia.
Private equity, private credit, and other alternative investments are making up a growing share of investor portfolios. These asset classes have historically outperformed public markets, often by 2.5% to 4% per year, said Goldman Sachs Asset Management.
However, balancing it with public markets is still key because, as the world turns, publics still have their place and benefits.
We look at how to balance the two in a cohesive portfolio.
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