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Private markets insights

In an increasingly complex world, bonds and equities can often prove insufficient. We look to complement traditional investment approaches with a broad range of alternatives, spanning private markets and liquid alternative solutions.

Why wealth portfolios need to go private

Investing in private equity, debt, infrastructure, and real estate can unlock opportunities that public markets miss. But they're not always easy to access, and wealth portfolios are often under-invested. Now, the new ELTIF 2.0 structure is making it simpler to invest in this fast-growing market segment.
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The vehicle of choice

European Long-Term Investment Funds (ELTIFs) are the only wrapper delivering private market investments to all investor types across Europe. The new ELTIF 2.0 regulation introduces an evergreen, semi-liquid structure which could turn them into the vehicle of choice for private market investing.
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How to navigate the new golden era

Private markets are entering a golden era, with more companies staying private for longer. But these markets come with unique characteristics, and span sectors, geographies, investment styles, and risk appetites. The key is recognising these differences and choosing the right blend for your needs.
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Private debt in-focus: State of technology
September 2024 | Read time: 10 min

In this quarter’s Private Debt In-Focus we take a deep-dive into opportunities within the technology sector and explore why we maintain a favorable view on the sector despite the gyrations in the public markets and the volatility in tech spending.

Venture capital market outlook
August 2024 | Read time: 10 min

Explore our analysis of the venture capital market; a dynamic and rapidly evolving landscape shaped by macroeconomic shifts and technological advancements.

Inside the mind of a PE investor
June 2024 | Read time: 5 min

Nathalie von Niederhaeusern heads up BlackRock’s Private Equity Partners in EMEA, overseeing 14 investors. She sat down with us recently to talk all things private equity.
Find out why 2024 feels like a turnaround year, which strategies and sectors are especially popular right now, and how Nathalie rates the AI opportunity in Europe.

Deals and discounts on the secondary market
June 2024 | Read time: 10 min

Secondary market thrived last year, offering buyers significant discounts on diverse, quality portfolios. $115 billion deals closed in 2021. So, what’s next?
We’re expecting further growth in dealmaking, with buy-side innovations and increased focus on portfolio quality from sellers.

Private debt, poised for growth?
June 2024 | Read time: 20 min

Private debt, a scalable asset class for long-term investors, could double to $3.5 trillion globally by 20282. With $445bn capital ready3, direct lenders are expected to offer more long-term financing – potentially creating exciting income-generating opportunities along the way.

Renewables still offer plenty of potential opportunities
June 2024 | Read time: 10 min

Wind turbines and solar panels hit record installations last year, debunking growth stagnation myths. Renewables could generate 35% of global energy by 20254. Despite challenges, reconfiguring energy systems offers growth opportunities and portfolio balance.

Potential opportunities in mega forces
January 2024 | Read time: 10 min

We look to identify changes reshaping our world and believe the mega forces – digital disruption & AI, the low-carbon transition, demographic divergence, the future of finance and geopolitical fragmentation – offer potential investment risks and opportunities. We view private markets as being uniquely positioned to benefit from these shifts.

Power up: Investing today in the battery of tomorrow
November 2023 | Read time: 5 min

The battery of the future is essential to the transition to a low-carbon economy, from powering electric vehicles to enhancing the reliability of the electric grid. Here are some of the private companies leading the development of these next-generation technologies, which we’re investing in on behalf of our clients.

On the road with the car of tomorrow
November 2023 | Read time: 5 min

Introducing some of the private companies that are developing the next-generation technologies that will shape the low-carbon car of the future. BlackRock is one of the largest investors in the automotive sector. In addition, we have US$170B invested in public automotive companies on behalf of our clients, putting money to work in private markets.⁵

2024 Private Markets Outlook: Potential Opportunities in Mega Forces
January 2024 | Viewing time: 30 min

Mark Everitt, CFA, Head of Investment Research and Strategy, BlackRock Private Markets left attendees with these three take aways during the recent virtual event:

1. Don’t skip this vintage.
2. Focus on being active.
3. Mega forces will continue to be a real driver of growth and the investment opportunity set going forward.

Start building resiliency in your portfolio
October 2023 | Read time: 5 min

One approach to portfolio construction that we think must evolve is the broad allocation to listed equities and bonds. The increasing correlation of public stocks and bonds means it's difficult to find diversification and sources of returns. To help make portfolios more resilient, investors are considering exposure to alternatives investments.

Why wealth portfolios should include private markets
October 2023 | Read time: 5 min

Private markets are no longer an ‘alternative’ asset class. In fact, they may be more crucial to a diversified portfolio than ever before. The BlackRock Investment Institute believes that private assets should play a much more prominent role in many portfolios.

Source

1 BlackRock, as of March 21, 2024.
2 BlackRock, Preqin June 30, 2023.
3 BlackRock, Preqin June 30, 2023.
4 IEA, Electricity Market Report 2023.
5 BlackRock, Investing Today in the Car of Tomorrow, as of 5 October 2023.

Events Hub

Our virtual events hub brings you BlackRock's thought leaders on topics including global macro insights, investment strategies in public and private markets, product spotlights and more.