Going into 2026, we believe liquidity is unlikely to drive material returns. Performance will instead hinge on assets that enable growth under conditions of structural scarcity. Capital will continue rotating toward the physical systems that sustain growth: energy, infrastructure, and resilience.
The next phase of diversification lies in the real economy—the assets that produce, transmit, and store value. Climate Adaptation and Energy Addition are not marginal themes; they are becoming the structural backbone of portfolio resilience. The goal for 2026 and beyond is simple: own the systems the economy needs for growth and be more discerning with respect to those borrowing against an uncertain future.
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