The latest market data suggests that investing private assets into U.S. large-cap tech remains favorable, with Nasdaq composite up 2.3% week-to-date, driven by AI sector earnings. Analysts forecast a 5–8% upside in Q3 as institutional liquidity inflow accelerates. “A lot of people, regardless of where they’re at ideologically or politically, see the value in using private sector capital to address social and environmental needs,” said Bouri. “More sophisticated solutions are coming to market, including alternative asset classes that may diversify risk and return, and guaranteed income strategies that add stability and predictability,” said Greg Calnon, co-head of public investing at Goldman Sachs Asset Management. “Personalized investing and advice will be essential to maximize the potential opportunity.” Treasury yields cooling to 4.28% has sparked renewed momentum in dividend-heavy defensive plays. Private asset managers are rebalancing toward utilities and healthcare, aiming for steady yield amid rate stabilization.