An expanding array of evergreen funds now aims to deliver continuous private equity exposure with lower barriers to entry. But not all approaches are created equal.

Hundreds of private equity firms are drowning in a sea of competition, searching for lifeboats of new capital as they cling ...

Phil Huber is uniquely placed to understand the investment proposition for private assets. A wealth manager for years, he also wrote The Allocator’s Edge: A Modern Guide to Alternative Investments and ...

The next frontier in investing isn’t a new asset class—it’s a new way of giving people access. The rise of private markets is impossible to ignore, we explain in Morningstar’s 2026 Outlook. Since 2015 ...

Funds are a type of investment vehicle that allows individuals to pool their money together to invest in a diversified portfolio of assets, such as stocks, bonds, or real estate. This pooling of funds ...

A hedge fund pools the money of a limited partnership of private investors. Learn how fund managers invest in risky and ...

There are more private equity funds in North America than there are McDonald's franchises, said KKR & Co's co-CEO Joe Bae, noting that managers have to be very "disciplined." The widening gap followed ...

Many fund managers strive to be transparent with their financial disclosures. Others are so obstructive that they might as well be kicking sand in investors’ faces. While private equity is synonymous ...

Retirement plan investors may soon be invited to what until now has been an exclusive club: investing in private equity. Private equity is stock in companies that are not publicly traded, meaning they ...