The Rise of Secondaries: Unlocking Liquidity in Private Markets

Bullish:

• $ALTASSETS - Alternative asset managers are experiencing strong growth with 15% annual compounding over the past decade, expected to accelerate further due to supply-demand imbalances and expanding asset classes

  • “The space has compounded at about a 15% growth rate over the last ten years.”

    Alex·2:23

  • “We think the growth, that 15% growth that I said earlier, we actually think it accelerates from here.”

    Alex·15:30
• $PRIVCRED - Private credit continues to be a highly bullish sector with sustained conviction from research analysts

  • “We've been really bullish in private credit, continue to see that as to be the case.”

    Alex·14:24
• $PESEC - Private equity secondaries market is experiencing massive growth, with volumes reaching $200 billion this year, up from $40-45 billion previously

  • “The volumes in the market are on track to be at about $200,000,000,000 just this year.”

    Alex·2:23
• $RETAILINV - Retail investment platforms are experiencing explosive 50% organic growth from a $40 billion NAV base, representing one of the most powerful democratization trends in the market

  • “If you look at the retail space, it's about $40,000,000,000 in NAV today, but it's growing almost at a 50% organic growth.”

    Alex·4:07
• $SECFUNDS - Secondary fund managers are in an attractive investment environment with record demand for liquidity and limited competition

  • “I do think, as a buyer, I think it's a pretty interesting investment environment right now. We've got record demand for liquidity”

    Harold·5:16
• $INFRA - Infrastructure funds are identified as a good investment opportunity with low turnover rates suggesting growth potential

  • “Infrastructure is another good one.”

    Alex·14:24