The Great Reallocation: Real Assets in an Era of Uncertainty
Where Will Capital Flow Next?
The investment landscape for real assets has shifted fundamentally in recent years. Higher interest rates, tighter financing conditions and heightened geopolitical uncertainty have raised return hurdles across private markets, making investors more selective. At the same time, the need for investment across housing, digital infrastructure and real estate remains substantial. The central question is no longer whether demand exists, but where that demand can be translated into investable opportunity.
With allocations to private markets and real assets increasingly extending beyond traditional institutional portfolios, this Financial Times event, hosted in partnership with Principal Asset Management, will bring together CIOs and senior investment decision-makers from institutional investors, asset owners, wealth management, private banks and investment advisory firms. Through a series of fireside interviews and panel discussions, participants will examine how macroeconomic uncertainty is reshaping capital allocation across real assets, where demand can translate into investable opportunity, and what this means for portfolio construction and long-term investment strategy.
IN-PERSON PASS
Gain access to in-person sessions, meet speakers and network with your peers. Lunch and refreshments provided.
DIGITAL PASS
Access to all sessions online, virtual Q&A and video on demand. Network and connect with your peers through our online community.
The speaker line-up Includes:
Key Discussion Points
Capital Allocation
How are institutional investors translating today's macroeconomic environment into capital allocation decisions?
Housing Transformation
Where does the disconnect between housing demand and available capital remain greatest?
Digital Infrastructure
Which physical infrastructure assets are likely to remain essential regardless of how AI technologies evolve?
Why Attend?
Understand
The big picture, not just the individual strands of the business you work in
Discover
New approaches and strategies to help win market share