(Bloomberg) -- Private equity, the business of buying companies, fixing them up and selling them for a profit, is in a bind. The industry boomed during the era of low interest rates, when private ...
A few weeks ago, I argued that picking a winning active mutual fund is harder than it looks, and investors can incur hefty opportunity costs when they get it wrong. In this article, I thought I’d ...
For 40 years, private equity enjoyed extraordinary returns thanks to falling rates and abundant credit. That's changed. What ...
The next frontier in investing isn’t a new asset class—it’s a new way of giving people access. The rise of private markets is impossible to ignore, we explain in Morningstar’s 2026 Outlook. Since 2015 ...
Industry racks up largest asset gains on record, benefiting from buyout groups’ difficulty returning cash to clients ...
Financial advisors are exploring the private equity world like never before, as alternative assets have evolved into an accepted part of a client’s asset allocation. And to meet the added demand from ...
For most people, it’s natural to assume that if something is exclusive to the wealthiest echelons of society, it must be better. Asset management firms looking to access trillions of “retail” investor ...
Donald Trump directed his Secretary of Labor Thursday to reevaluate past guidance on 401(k) regulation in a win for private equity that could unlock trillions in assets. President Donald Trump signed ...
Some private equity companies sold portfolio investments in 2025 that could have used more time to mature, but patience is in ...
Global private equity & venture capital deals' value rose 42.57% YoY to $468.51B in 2025, as later-stage investments & middle ...