Today, we’re looking at another piece of that puzzle. Wealthy Gen Z and Millennial investors are increasingly questioning whether traditional stock and bond portfolios alone can deliver the returns they expect.
That shift appears to reflect a broader change in mindset rather than a temporary investment trend. Many affluent investors under 45 have watched substantial wealth created through private companies, venture-backed startups, and digital assets. The thought of a traditional 60/40 portfolio doesn’t seem to cut it.
Technology is influencing the conversation as well. Nearly half of respondents already use artificial intelligence to research investments, and many are looking for opportunities to invest in the companies building the infrastructure powering AI and automation. Whether those investments ultimately outperform remains to be seen, but the willingness to embrace emerging technologies is becoming a defining characteristic of the younger generation of investors.
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