Here’s How the Ultra-Rich Are Investing Their Money

The video discusses the investment behavior of high net worth individuals, highlighting a strong home bias among US investors and a high level of cash holdings. It emphasizes the importance of global diversification, particularly in China, due to its innovation and growing middle class. Despite concerns about tariffs, China remains a promising investment opportunity. The video also covers the role of hedge funds and alternative investments in building resilient portfolios.

Why do you think US investors have a significant home bias in their investment portfolios?

What is the current percentage of assets that US investors hold in cash, and how does it compare to the percentage held after the financial crisis?

What are some of the reasons mentioned for investing in China, particularly in terms of innovation and technology?

How do tariffs and trade issues affect client perceptions of overseas investments, especially in China?

What is the significance of the emerging middle class in China for future investments?