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10 Investment Must Reads for This Week

Family offices plan to be active acquirers of stakes in private companies, according to a study by BNY Mellon Wealth Management. looked at how inflation and expectations on potential interest rate cuts is affecting rate-sensitive ETFs. These are among the investment must reads we found this week for wealth advisors.

  1. Majority of LPs uneasy about NAV loans, private wealth products – Coller Barometer “Using NAV loans for add-on acquisitions is the most acceptable circumstance to investors, according to Coller Capital’s latest Global Private Capital Barometer.” (Private Equity International)
  2. CPI Report, Dot Plot Loom Over Rate-Sensitive ETFs “While investors are expecting only a slight downtick in inflation, the greatest potential for market-moving news this week is likely to be Fed chair Jerome Powell’s statement following the CPI report, as well as its dot plot forecasting potential rate cuts in 2024 and beyond.” (
  3. Family offices are planning big investments in private companies “A majority (62%) of family offices made at least six direct investments last year, where they buy a stake in a private company or provide lending, according to the survey of family offices by BNY Mellon Wealth Management.” (CNBC)
  4. Fidelity builds alternatives business hire by hire, as competitors scale through acquisition “Fidelity’s alternative businesses currently boast combined AUM of more than $14 billion across a range of offerings, including distressed debt, real estate debt, direct lending, core real estate and digital assets, up from $2 billion in 2019.” (Pensions & Investments)
  5. Why Retail Investors Are Embracing Private Markets “This burgeoning shift not only promises to democratize investment in private equity funds and private companies, but also opens avenues for high-net-worth individuals and retail investors to seek diversification and performance advantages in private markets, moving beyond public market constraints.” (Kiplinger)
  6. Secondaries is second-most popular strategy after private credit – Coller survey “Private equity secondaries will be a $500bn market by 2030, the firm’s founder and chief investment officer Jeremy Coller tells Secondaries Investor.” (Secondaries Investor)
  7. During Another Meme Stock Rally, Here’s Why I’m Investing Like It’s the Stone Age “Yet, I stand before you an investing Luddite. Why? Because as much as I’d like to think of myself as someone with sophisticated investment abilities, I’m working with the same hardware as my ancient predecessors, and I cannot deny the truth: Our brains are ill-equipped for such an exciting investing landscape.” (Morningstar)
  8. Majority of Insurers Plan to Up Private Credit Bets: Survey “Insurers have already increased their private credit holdings in the U.S. to 36% of their total bets in the region. Despite private credit being seen as riskier and less transparent than public credit, its returns are more attractive than the more volatile public credit market.” (FundFire)
  9. Contrarian Picks: Don’t Dismiss These Liquid Alternative Funds “Funds in the relative value arbitrage and event-driven Morningstar Categories faced outflows totaling $2.4 billion and $6.3 billion, respectively, in 2023. This wasn’t surprising since 2022′s tough economic landscape challenged funds from both categories, which rely on corporate activity such as refinancing by growth companies with convertible bonds or in mergers and restructurings to make money.” (Morningstar)
  10. BlackRock Model Shakeup Spurs $4 Billion Growth-Stock ETF Surge “One of BlackRock Inc.’s target allocation model teams is increasing its growth-stock exposure across developed markets, plowing billions into exchange-traded funds that track the sector. The asset manager’s model rebalancing was behind a $2.9 billion inflow into the iShares S&P 500 Growth ETF (ticker IVW) and $1.4 billion into the iShares MSCI EAFE Growth ETF (ticker EFG), according to a person familiar with the matter.” (Bloomberg)
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