In Conversation with Julie Segal

Are Investors Over-Allocated to Private Markets?

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David Hunt, president and CEO of PGIM, addresses how economies are being funded differently, what that means for investors’ portfolios, and how to foster contrarian thinking.
Listen to Julie and David discuss:

  • The rise in private market investments and how that reflects a fundamental change in how economies are being funded. And why an understanding of that dynamic is necessary to answer the question of whether or not investors have too much in alternatives.
  • How to create a place where investors can outperform by being encouraged to come up with “ideas that aren’t necessarily accepted as truth at the time”
  • An answer to one of “the fundamental conundrums of investing: that size can be the enemy of performance but businesses need scale
  • Why net flows don’t tell you much, and what measure is valuable
  • How investors can have the cash to be opportunistic even as illiquid private assets become a bigger part of institutional portfolios
  • Why insurance needs third-party capital to help people fund their retirement.
    • ...more
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    In Conversation with Julie SegalBy Institutional Investor