Political decisions being made today to mitigate geopolitical vulnerabilities across trade, energy, security, and technology are likely to shape the global economy for years to come. At the same time, high levels of public debt are constraining many governments’ ability to respond on their own.
For investors, that environment may bring greater political and regulatory risk, but it is also expanding the opportunity set in areas tied to resilience, security, and strategic autonomy.
Against this backdrop, private markets are well-positioned to help fill the financing gap, supporting the development of critical infrastructure and physical assets that underpin economic security in a more fragmented and uncertain world.
Rich Hill
Senior Managing Director – Global Head of Real Estate Research and Strategy
