Sep 8, 2026 · 17 min · 7 segments
In this 167th episode of the *On Investors' Minds* podcast, we present a special video episode of Kerry Craig and Adrian Wong, both from the Market Insights team in APAC, discussing the latest trends…
Kerry CraigHost
Adrian WongGuest
And thank you for giving us a few minutes of your time to hear about what's on investors minds and how that fits in with our current views on asset allocation.
We're going to be discussing the third quarter guide to alternatives that we just put out a couple of weeks ago.
Now, Adrian, part of our team here in Hong Kong, instrumental in constructing the guide to alternatives every quarter, excellent insights on the depth of knowledge we have within that guide and all the data that we use to put that together.
So for today's podcast, we're going to talk about some of our favorite charts from the Guide to Alternatives.
We're going to think about how we've seen some of those trends over the last three quarters evolve in terms of private equity, private credit, and as well as thinking more broadly about some of the AI and how that's feeding into both the private market as well as what we've seen in the public market overall.
It really digs into how we're seeing that evolution within AI, how it's permeating itself across many asset classes within the public and private space, as well as the expected demand for that investment.
So just wondering if you could share your thoughts on how we're seeing that evolve and what that really means as a takeaway for investors.
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And thank you for giving us a few minutes of your time to hear about what's on investors minds and how that fits in with our current views on asset allocation.
We're going to be discussing the third quarter guide to alternatives that we just put out a couple of weeks ago.
Now, Adrian, part of our team here in Hong Kong, instrumental in constructing the guide to alternatives every quarter, excellent insights on the depth of knowledge we have within that guide and all the data that we use to put that together.
So for today's podcast, we're going to talk about some of our favorite charts from the Guide to Alternatives.
We're going to think about how we've seen some of those trends over the last three quarters evolve in terms of private equity, private credit, and as well as thinking more broadly about some of the AI and how that's feeding into both the private market as well as what we've seen in the public market overall.
It really digs into how we're seeing that evolution within AI, how it's permeating itself across many asset classes within the public and private space, as well as the expected demand for that investment.
So just wondering if you could share your thoughts on how we're seeing that evolve and what that really means as a takeaway for investors.
