alternatives and private markets
2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 19, 2025 by Eric Mogelof · across every show →
Everything said about alternatives and private markets, oldest first
May 19, 2025 neutral
Mogelof: Wealth Portfolios Allocate Only 2% to 3% to Alternatives
“If you look at the typical institutional investor, you can see that they are allocated to alternatives and private markets anywhere from 20 to 30 to even 50% of their portfolios. If you look at the wealth market today, that number is two to three percent.”
Oct 9, 2025
Mogelof: Corporate DB plans hold 50-60% fixed income, 20%+ alts
“Now, about 20 years ago, there was some accounting changes which gave companies a really strong incentive to start moving more assets to a liability hedge, and so that's why you probably see north of 50 to 60% in fixed income, but still 20 plus percent in alte…”