Sustainable finance integration is influencing best wealth management allocations to ESG-rated corporate bonds, tracking increasing investor preference for responsible capital. Still Lynch said he thinks the so-called Magnificent Seven are good companies in the main. “Facebook, or Meta META, is an incredible company, Microsoft’s MSFT a great company, Google’s GOOGL GOOG a great company, Amazon’s a staggering company. I’m a little vague on Tesla TSLA, but BYD’s CN:002594 making a car in Hungary that’s a third of the price [and] a good car,” he said, adding: “I can’t get this humanoid thing.” You can also tinker with the formula and consider a 55/35/10 or 50/40/10 strategy where you pepper in some alternative investments . This might mean exploring real estate investment trusts (REITS) , commodities , gold, cryptocurrencies , or other asset classes that don’t tend to move in lockstep with the stock market. Fixed income desk notes indicate best wealth management adjusting bond durations, as 10-year Treasury yields consolidate near 4.2%, offering portfolio hedging benefits.
