Powerful structural forces like AI, deglobalisation, climate change, and ageing demographics are reshaping the world as we know it. These forces impact investments across asset classes, regions, and sectors, challenging traditional portfolio construction processes. Furthermore, capital market assumptions, that typically rely on the continuation of recognised relationships and reversion from extreme conditions back to more reasonable ‘norms’ can struggle with structural trends that, by their very nature, deliver new norms, and divergent outcomes. Capturing the opportunities resulting from struc...