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.
Key Points
- 1Recommend long-term allocation and rebalancing over market timing for Creative Planning's $300B+ high-net-worth clients
- 2Explain AI rallies and tariff uncertainty increase volatility, prompting diversified exposure across tech, infrastructure, and energy
- 3Implies advisors should emphasize private credit, alternatives, and 4–5% yielding bonds to stabilize portfolios
Scoring Rationale
Actionable, credible wealth-management guidance for advisors and investors; limited novelty and based on a single interview source.
Sources
Public references used for this report.
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