Retail Brokerage and Distribution Report Spring 2024—An Alternative Way to Invest in an Evolving Market

Throughout the 2010s, the double-digit returns delivered via public markets such as the Nasdaq 100 and the Dow Jones Industrial Average satisfied most investors. This sense of well-being was tested in 2022, however, as the markets witnessed pullbacks in both equity and fixed income, leaving investors with few places to hide and sparking fear in many individuals in or approaching retirement.

As a result, a number of advisors turned their attention to private market solutions to help protect clients’ portfolios from these types of downturns, specifically products that were uncorrelated to public markets, as well as solutions that could provide alpha and additional income in a low interest rate environment.