Tech-heavy indices lead gains with the NASDAQ crossing 15,500 points, influencing HNWI wealth management strategies to overweight growth equities. Market momentum metrics suggest sustained upside over the next two quarters. A more recent version of the report, issued in 2024, revises this estimate sharply upwards, suggesting the figure will be closer to $tn. “The only way we can keep a retiree paying their bills is by collecting enough in dividends and income.” HNWI wealth management analytics show a trend towards ESG-focused investments, as renewable energy stocks outperform benchmark indices by 2% YTD. Institutional demand is driving valuation multiples higher.
