Megatrends such as climate change, digitalisation, aging demographics, and urbanisation are driving long-term investment strategies, with real assets like infrastructure, real estate, and natural capital at the core. Despite geopolitical uncertainty, real assets are gaining higher valuations as they offer diversification, stable cash flows, and inflation protection.

Surveys show growing institutional and pension fund allocations to real assets, particularly in infrastructure, real estate, and natural capital solutions like forestry and farmland.

Key focus areas include sustainable energy, greening real estate, biodiversity preservation, and climate-smart agriculture, with strong alignment to global sustainability goals.

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