Market Brief
Summary
A new report from Preqin forecasts massive growth in alternative investments, driven by wealthy individuals, a market recovery, and AI. While institutional fundraising is down, the private equity industry is increasingly looking to private wealth to fuel its next expansion.
Key Points
- Market Growth: Alternative investment assets are projected to exceed $32 trillion by 2030, a 60% increase from today.
- Key Drivers: A recovery in IPOs and mergers, falling interest rates, and the AI boom are expected to fuel this growth.
- Rising Star: Private credit assets are forecast to double, reaching $4.5 trillion by 2030.
- Institutional Pullback: Fundraising from institutional investors has fallen sharply, from $676 billion in 2023 to under $500 billion this year.
- New Capital Source: The industry is betting on wealthy investors (ultra-high-net-worth individuals, family offices) to provide 30-40% of capital for future funds.
- Mixed Signals: Some surveys show family offices reducing private equity allocations, while others indicate plans to increase investments in the coming year.
市场简报
总结
Preqin的一份新报告预测，另类投资将出现巨大增长，主要驱动力包括富裕个人投资者、市场复苏和人工智能。尽管机构募资下降，但私募股权行业正日益将目光投向私人财富，以推动其下一轮扩张。
关键点
- 市场增长：到2030年，另类投资管理资产预计将超过32万亿美元，较当前水平增长60%。
- 主要驱动力：IPO和并购活动的复苏、利率下降以及人工智能热潮预计将推动这一增长。
- 新兴领域：到2030年，私人信贷资产预计将翻倍，达到4.5万亿美元。
- 机构退缩：来自机构投资者的募资额急剧下降，从2023年的6760亿美元峰值降至今年的不足5000亿美元。
- 新资本来源：该行业正押注于富裕投资者（超高净值个人、家族办公室）为未来基金提供30%至40%的资金。
- 复杂信号：一些调查显示家族办公室正在减少私募股权配置，而另一些则表明他们计划在未来一年增加投资。
Original Article Link: https://www.cnbc.com/2025/11/05/wealthy-investors-expected-to-drive-32-trillion-alternatives-boom.html