Updated
Updated · Wealth Management · Jun 16
Advisors Shift Private-Market Allocations to Hard Assets as Credit Reset Jolts $100 Billion Flows
Updated
Updated · Wealth Management · Jun 16

Advisors Shift Private-Market Allocations to Hard Assets as Credit Reset Jolts $100 Billion Flows

2 articles · Updated · Wealth Management · Jun 16

Summary

  • Hard assets and infrastructure drew fresh attention at Wealth Management EDGE as advisors said private-credit strains are pushing private-market allocations away from some lending strategies.
  • Liquidity and product structure dominated the discussion, with advisors stressing evergreen redemption terms, possible prorations and valuation scrutiny before placing clients in less-liquid vehicles.
  • Manager selection also moved to the forefront as firms sift through hundreds of fund options, favoring curated access, differentiated sourcing and deeper due diligence over off-the-shelf exposure.
  • Blackstone, Vanguard and Wellington were cited as part of a broader push toward multi-manager products that bundle public and private assets into a single allocation for wealth clients.
  • Technology vendors said newer platforms are streamlining subscriptions, capital-call planning and monitoring, while AI is starting to automate due diligence and advisor education as private markets mature.

Insights

Amid private credit turmoil, is the investor rush into hard assets a prudent safe haven or the next bubble?
Can AI diligence tools protect investors from the market chaos that advanced AI itself is creating?
As AI threatens software firms, could the $3 trillion private credit market be heading for a systemic collapse?