Industry Newslarge cap technologywealth managementprivate creditfixed income
Wealthy Investors Favor Diversified Long-Term Strategies
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7.1
Peter Mallouk, CEO of Creative Planning, says in a recent 2025 interview that ultra-wealthy investors managing over $300 billion favor staying invested, rebalancing, and diversified asset allocation rather than market timing. They seek AI exposure through large-cap tech, infrastructure, and energy, increase private-credit and alternatives, and are adding duration to bonds yielding roughly 4–5% to reduce volatility amid tariff uncertainty.
Scoring Rationale
Actionable, credible wealth-management guidance for advisors and investors; limited novelty and based on a single interview source.
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