Wealthy Investors Favor Diversified Long-Term Strategies

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.