💸💸 How Billionaires Plan to Invest in 2026
💸😎 Asset Class Allocation Plans for 2026
The following table highlights the percentage of billionaires planning to adjust their exposure to various asset classes in 2026:
Asset Class | Increase Exposure | Keep Same | Decrease Exposure
Private Equity (Direct) | 49% | 31% | 20%
Developed Market Equities | 43% | 50% | 7%
Hedge Funds | 43% | 39% | 18%
Emerging Market Equities | 42% | 56% | 2%
Private Equity (Funds) | 37% | 35% | 28%
Infrastructure | 35% | 60% | 5%
Private Debt | 33% | 45% | 22%
Real Estate | 33% | 45% | 21%
Gold / Precious Metals | 32% | 64% | 3%
Key Investment Themes
The AI and Energy Nexus: Billionaires are heavily funding the infrastructure required for the "AI buildout," specifically data centers and power generation. Some, like Chamath Palihapitiya, are targeting copper as a primary AI play due to its critical role in power grids.
Private Credit and Yield: As traditional bank lending remains tight, billionaires are moving into private debt (33% increasing exposure) to capture higher yields and more favorable terms.
Gold as a Safe Haven: Gold prices hit new records above $4,800/oz in early 2026. While most billionaires (64%) plan to maintain their holdings, prominent investors like Ray Dalio suggest a 5% to 15% allocation to hedge against fiscal risks and "financial repression".
Geographic Diversification: There is a notable shift toward European and Emerging Market equities, which are seen as offering better value than "highly valued" U.S. markets. Specifically, China’s tech sector is cited as a top opportunity for 2026.
Real Estate Rebound: Global investors are projected to deploy $144 billion into commercial real estate in 2026, targeting prime assets in the UK and Germany as interest rates begin to stabilize.
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