In a world of fake news and great power politics, we all need to pay greater attention to our information diet and its impact on investment process. Navigating a rapidly changing geopolitical landscape requires identifying assets that will boost portfolio resilience across a range of scenarios. Real assets, including direct lending, core real estate, and infrastructure, can help improve overall portfolio efficiency by offering positive returns during periods of economic contraction and high inflation.

Presentation (16 mins) | Filmed 18 February 2026