Private Markets in Focus: Where Selectivity Meets Structural Opportunity

Schroders Capital’s Q3 2025 Private Markets Outlook outlines how wealth investors can navigate global uncertainty by leaning into selective private strategies that offer resilience, yield, and structural growth potential.

• Selectivity is paramount: Strategies with asset backing, low leverage, and local exposure provide downside protection and diversification from public markets.

• Private credit and infrastructure shine: Volatility is creating yield-rich opportunities in U.S. real estate refinancing, specialty credit, and European/Asian energy-transition assets.

• Real estate outlook improves: Despite macro headwinds, 2025 is shaping up as a strong vintage year, supported by constrained supply and cost-push rental dynamics.

How are you balancing cyclical caution with long-term private market opportunity? The full report offers actionable takeaways across private equity, credit, infrastructure, and real estate.