With public markets increasingly concentrated — and dominated by a handful of mega-cap names — investors are looking elsewhere for diversification, growth, and access to the real economy.

According to Hamilton Lane co-CEO Juan Delgado-Moreira, that shift has been building for years — but is now accelerating, particularly among younger investors.

Juan speaks to Sean Aylmer about why private markets are becoming mainstream, where the real opportunities are — particularly in AI — and why illiquidity may actually be part of the appeal.


This is general information only and you should seek professional advice tailored to your circumstances before making investment decisions.

Hamilton Lane is a supporter of Fear & Greed. 

With public markets increasingly concentrated &mdash; and dominated by a handful of mega-cap names &mdash; investors are looking elsewhere for diversification, growth, and access to the real economy. According to Hamilton Lane co-CEO Juan Delgado-Moreira, that shift has been building for years &mdash; but is now accelerating, particularly among younger investors. Juan speaks to Sean Aylmer about why private markets are becoming mainstream, where the real opportunities are &mdash; particularly in AI &mdash; and why illiquidity may actually be part of the appeal. This is general information only and you should seek professional advice tailored to your circumstances before making investment decisions. Hamilton Lane is a supporter of Fear &amp; Greed.&nbsp;

Business news you can use. A daily business news podcast with journalists Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Business news you can use. A daily business news podcast with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/sean-aylmer-9922068/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw0wu3ezGEfBZFYspJbTTaYL">Sean Aylmer</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/mcwthompson/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/mcwthompson/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw08pZ8jZ88rHJgCfbHkTr5k">Michael Thompson</a>.&nbsp;Find out more at&nbsp;<a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/" data-saferedirecturl="https://www.google.com/url?q=https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain%3Dfearandgreed.com.au/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw1DLq_FuqjEt3HC-ZK1704H">https://fearandgreed.com.au</a>

Fear and Greed is Australia's most popular business podcast.

FEAR & GREED | Business News

Daily business news for people who make their own decisions, with business journalist Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Daily business news for people who make their own decisions, with business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Q+A: The diversification problem driving private market demand

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/7d7f7c06-8ed5-47f9-a33a-b41700ce5399/transcript