20 hours ago
Private Funds for Retail Investors Jump to $350 Billion, Morningstar Says
Wealthy retail investors in the US piling into private credit are pushing the market for semi-liquid funds to about $350 billion and exposing themselves to new risks, according to a Morningstar Inc. report.
The total market for semi-liquid funds has surged 60% since the end of 2022, according to Morningstar, which on Tuesday is unveiling new risk and volatility analytics for financial advisers to assess private markets.
