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When Will Public and Private Equity Markets Finally Converge?

The investment world has been abuzz for years with plans for mixing public and private assets in single vehicles that the masses can buy. Private assets, fund companies say, have been out of everyday investors’ grasp for too long, and they are eager to extend their hand. But new Morningstar research highlights the challenges faced by public funds when dealing with the private equity market. Collectively, mutual funds would have been better off allocating their private stakes to public markets over the last 10 years, our research shows. Further, the holdings are extremely illiquid because of structural features of the venture capital market. As we will explain in this issue, the findings suggest a challenging path forward for funds that plan to primarily invest directly in private company equities.

Balancing Dragons and Tigers: Recalibrating Emerging Markets Strategies

India's ascendant role in emerging markets indexes stands in stark contrast to China's moderated growth trajectory, presenting both challenges and opportunities for investors. In this issue, we will unpack the risk/reward prospects across emerging markets, look at the macroeconomic undercurrents that influence these markets, and dive into how emerging-markets managers are navigating these evolving and dynamic markets amidst global uncertainties.

Why Bother with Small Caps in a World of Large Caps?

Small-cap stocks have badly underperformed their large-cap counterparts in recent years. As mega-cap stocks grab headlines and hit fresh highs, small caps are increasingly relegated to the periphery and contradict the investing proverb: Higher risk = higher return. As one of Eugene Fama and Kenneth French’s original three investment factors, small companies should offer investors reliable outperformance thanks to heightened risk. This proved true in their extensive backtests, but as time passed since, it became clear that small-cap stocks were not the panacea some hoped they would be. In this issue, we’ll examine the reasons this has occurred and discuss whether now is the time to jump in.

Steering Clear of Bond Market Mayhem

It’s been a rocky few years for the fixed-income market. In this issue, we provide perspective on when and where it’s worth taking bond market risk—and when it’s not. From bond-fund blowups to opportunities that, in retrospect, were hiding in plain sight, we’ll help investors make better decisions with the bond portion of their portfolios.