Hamilton Lane, a global private markets investment management firm, has published its 2025 Market Overview. Among the report’s findings, credit, infrastructure and secondaries are set up for success. Investors should have exposure to venture and growth. AI applications will likely sweep the business landscape, and many of those companies will be incubated and developed in the private markets sphere.
As for equity, the co-investment side is where investors can be selective. The U.S. market is expected to be relatively more attractive than all other geographies over the next four to five years. In regard to data and technology, Hamilton Lane recommends investing in portfolio analytics, whether for construction or analysis.
When it comes to evergreen funds, Hamilton Lane expects the following to be true: Evergreen funds will grow faster than the overall rate of public markets over the next five years. Institutional investors will become bigger players in the ev
