ZWEI Wealth Blog

Clients are seeking portfolios with a high equity allocation

Written by ZWEI Wealth | Jul 18, 2024 1:59:09 PM

 

 

Changing Portfolio

The chart shows how search queries have changed in the first half of 2024 compared to the previous year. Demand for investment portfolios with a higher proportion of equities has increased significantly, while bond portfolios, which were in high demand last year, have fallen out of favour. Changes in thematic portfolios are smaller, but it is noticeable that interest in 'private market' and 'crypto' themes has somewhat increased.

 

 

 

The changes in the thematic portfolios are smaller. The themes 'Private market' and 'Crypto' were able to increase slightly in comparison.