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How to to Talk to Clients About Private Markets
Yahoo Finance·2025-10-28 18:00

Private assets, including private equity, private credit, real estate or other alternatives, are not so private anymore. According to a 2025 Invesco survey, nearly one in five investors already hold private assets in their portfolio, with 79% of those surveyed expressing interest in adding or keeping these alternatives in their portfolio over the next few years. High net worth and younger clients — two segments who have expressed interest in alternatives — will be looking for advisors who understand the u ...