Why the UHNW are Upbeat on 2025 | TIGER 21 Founder in Barron’s

Looking ahead at 2025, the world’s ultra-high-net-worth individuals and family offices remain optimistic, doubling down on key investment sectors such as stocks in developed markets, private equity, and real estate to outperform inflation in a recent Barron’s article by Senior Writer Abby Schultz. While inflationary pressures and geopolitical uncertainties linger, investors are positioning their portfolios for long-term growth, driven by innovation and a willingness to navigate private market complexities. 

A commitment to U.S. tech giants underscores this confidence in the stock market. The “Magnificent Seven”—Alphabet, Amazon, Apple, Meta, Nvidia, Microsoft, and Tesla—continue to dominate public markets, despite high valuations. For Members of TIGER 21, private equity remains a cornerstone of portfolio strategy. As Michael Sonnenfeldt, TIGER 21 Founder and Chairman, points out, Members naturally gravitate toward private markets due to their entrepreneurial roots and deep understanding of the opportunities within this space. In the third quarter of 2024, more than three-quarters of TIGER 21 Members’ portfolios were invested in public stocks (23%), private equity (27%), and real estate (27%). Explore TIGER 21’s most recent public asset allocation report.

While the optimism among UHNWIs remains strong, risk mitigation is not overlooked. Some are bolstering their portfolios with allocations to gold and other precious metals, recognizing the need for hedges against potential economic or geopolitical headwinds. 

Read the full article (behind a paywall).