#private-markets

#private-markets

Sinead Colton Grant, the chief investment officer at BNY's wealth division, said the traditional strategy of splitting your portfolio 60% on stocks and 40% on bonds no longer yields the same returns. "What a 60/40 portfolio would have given you in the late 90s in terms of exposure to the broader global economy - that's giving you something a lot more narrow today," she said. "If you look at the changes in market structure over the last 20-plus years, they have brought us to a place where to have full exposure to the economy, you need to have exposure to private assets," she added.

Several investors have built strategies focused on long-term structural trends, accepting near-term volatility in exchange for exposure to multi-decade opportunities. These individuals identify fundamental shifts in demographics, technology, or economic organization that create persistent tailwinds for specific sectors or geographies. This approach requires conviction to maintain positions through market cycles and patience to allow theses to play out over extended periods. Investors pursuing long-term structural strategies often accept illiquidity, concentrate portfolios more than conventional wisdom suggests, and communicate perspectives that diverge from consensus views.

According to Julius Baer's new Family Barometer 2025, produced in collaboration with PwC Switzerland, family offices - once seen as quiet administrative centers - have become command hubs for navigating a world of geopolitical tension, digital risk, and generational transition. Family offices are essentially private companies that manage all aspects of a wealthy family's finances - from investments and real estate to philanthropy, taxes, and even education - allowing them to control their money like a business.

George Soros exemplifies the profound impact that strategic global investing can have beyond pure financial returns. Having donated more than $32 billion to the Open Society Foundations, of which $15 billion has already been distributed, Soros represents 64% of his original fortune dedicated to global causes . His investment philosophy combines rigorous market analysis with a commitment to supporting democratic institutions and human rights worldwide.

President Donald Trump has issued an executive order allowing regular investors to gamble money in the private markets, potentially leading to a financial crisis that harms the general public.

U.S. DC investment allocations have been limited to investing only in publicly traded stocks and bonds, missing out on private market opportunities like real estate and private equity.