A Goldman Sachs survey says 80% of individuals with at least $10 million in investable assets are turning to alternatives, compared with 39% of those with $1 million to $5 million.
A 2025 CAIS Mercer survey separately found that 49% of advisers said they allocated more than 10% of clients’ portfolios to alternatives. The article also cites Morningstar data showing nearly 60% of S&P 500 stocks were at least 20% below their own all-time highs in August, despite the index being near its record.
The survey figures describe a turn toward alternatives; the article provides no figure showing respondents sold stocks. It discusses gold and real estate as examples and discloses that Moneywise and Yahoo Finance may earn commissions or revenue from links.
