The first half of 2025 brought pronounced macro shifts as policy changes, diverging interest rate cycles, and structural transitions reshaped the private markets landscape.
With select regions stabilizing and capital flowing toward long-term growth themes such as digitization and re-globalization, we view 2025 as an inflection point for private market activity, favoring disciplined allocation, diversification, and transition-focused strategies. In our latest Global Private Markets Outlook, our Global Market Strategy team assesses the risks, opportunities, and portfolio implications of this evolving market backdrop.
The second half of 2025 is shaping up to be a pivotal moment for private markets. In this overview video, Sarah Hirsch, Global Market Strategist at New York Life Investments, shares highlights from our 2025 Private Markets Outlook, exploring how global rate cuts and policy shifts are influencing opportunities across private credit, private equity, real estate, and real assets, how democratization is expanding access to private markets, and how megatrends like electrification and digitization are driving long-term investment themes.
A Broad Range of Private Market Capabilities Across New York Life Investments
The benefit of our multi-boutique platform
At New York Life Investments, we offer a wide range of private market solutions tailored to meet client objectives. Our investment strategy is rooted in extensive experience and deep institutional knowledge, emphasizing thoughtful diversification and long-term growth. With a proven, repeatable process, our skilled teams expertly manage assets across key sectors such as private equity, private credit, real estate, and infrastructure.
A Broad Range of Private Market Capabilities Across New York Life Investments
The benefit of our multi-boutique platform
At New York Life Investments, we offer a wide range of private market solutions tailored to meet client objectives. Our investment strategy is rooted in extensive experience and deep institutional knowledge, emphasizing thoughtful diversification and long-term growth. With a proven, repeatable process, our skilled teams expertly manage assets across key sectors such as private equity, private credit, real estate, and infrastructure.
Private Debt
Private Equity
Real Estate
A Broad Range of Private Market Capabilities Across New York Life Investments
The benefit of our multi-boutique platform
At New York Life Investments, we offer a wide range of private market solutions tailored to meet client objectives. Our investment strategy is rooted in extensive experience and deep institutional knowledge, emphasizing thoughtful diversification and long-term growth. With a proven, repeatable process, our skilled teams expertly manage assets across key sectors such as private equity, private credit, real estate, and infrastructure.