Charles Schwab's acquisition of Forge Global signals a major push to open up private equity markets to retail investors. This theme focuses on the platforms and financial technology companies building the infrastructure to support this growing demand for alternative assets.
Published on November 6
We're witnessing the democratisation of private markets that were once exclusive to the ultra-wealthy. This represents one of the biggest structural changes in finance in decades.
As retail investors flood into alternative assets, the companies building the pipes and platforms to support this demand could see explosive growth opportunities.
These carefully selected companies are positioned at the forefront of this transformation, potentially capturing outsized returns as the private markets go mainstream.
Charles Schwab's £600 million acquisition of Forge Global represents a pivotal moment in democratising private markets. This signals a broader industry shift where major brokerages are expanding beyond traditional public stocks to offer alternative investments that were once exclusive to wealthy institutions.
This group focuses on the infrastructure builders - the platforms, fintech companies, and asset managers creating the technology backbone for private market access. These companies are positioned to benefit as retail capital flows into this expanding alternative investment space.
Each company was handpicked by professional analysts for their role in enabling private market access. From digital trading platforms to specialised asset managers and business development companies, these stocks represent the key enablers of this transformative industry shift.
Summary of basket market capitalisation and investor-focused key takeaways.
SCHW: $170.05B
FRGE: $355.27M
FIS: $33.82B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+56.08%
On average, analysts expect assets in this group to grow 56.08% over the next year.
11 of 15 assets in this group are rated Buy by professional analysts.
