SpaceX has received trillions of won in IPO bids from major asset managers like BlackRock and family offices, with individual investor orders exceeding $100 billion, despite some Wall Street criticism of overvaluation and Musk's control.
Family Offices, die das Vermögen reicher Familien verwalten, gelten als wichtiger Indikator für die globalen Finanzmärkte. Ihre Anlagepolitik gibt Aufschluss über zukünftige Entwicklungen.
Family offices are increasing their allocation to public stocks, which now represent 34% of their portfolios, while real estate holdings have decreased to 7.5%, according to the new CNBC Family Office Portfolio Tracker. The tracker, based on Addepar's data of $1.4 trillion in assets, reveals shifting investment trends among ultra-wealthy families.
Ultra-wealthy family offices increased investments in chipmakers like Nvidia and Micron in Q1 2026, with some seeing significant gains. Approaches to energy stocks varied amidst the Iran war, with some doubling down and others exiting positions.
Equity Group Investments (EGI), backed by the Zell family, focuses on old-economy businesses (e.g., John Deere dealerships, bluefin tuna fisheries) to avoid AI disruption, leveraging long-term investment horizons and tax benefits like bonus depreciation.
Healthcare startups made up nearly a third of April's investments by family offices.
Family offices are increasingly investing in oil and gas, capitalizing on attractive valuations and the sector's role as an inflation hedge, while institutional investors pull back due to ESG mandates.
