{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In Conversation with Julie Segal","title":"Are Investors Over-Allocated to Private Markets?","html":"","width":"100%","height":180,"duration":2077,"description":"David Hunt, president and CEO of PGIM, addresses how economies are being funded differently, what that means for investors’ portfolios, and how to foster contrarian thinking.\nListen to Julie and David discuss:\n\r\n The rise in private market investments and how that reflects a fundamental change in how economies are being funded. And why an understanding of that dynamic is necessary to answer the question of whether or not investors have too much in alternatives.\nHow to create a place where investors can outperform by being encouraged to come up with “ideas that aren’t necessarily accepted as truth at the time”\nAn answer to one of “the fundamental conundrums of investing: that size can be the enemy of performance but businesses need scale\nWhy net flows don’t tell you much, and what measure is valuable\nHow investors can have the cash to be opportunistic even as illiquid private assets become a bigger part of institutional portfolios\nWhy insurance needs third-party capital to help people fund their retirement.","thumbnail_url":"https://img.transistorcdn.com/sGbiGXnQa59mCHdT4R21dhwLURlGMJ1i42suZKEbNto/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNjhk/OWFjYzE0YTljOGYz/ZGMyMDdmNzI5YmNk/MmI3Zi5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}