A structural, multi-decade cycle is underway, powered by rising electricity demand, rapid AI adoption, and the reorientation of global supply chains. In infrastructure and energy, investment is ramping up to meet growing power needs. In real estate, the winners are those with investment skills combined with operational expertise. In private equity, value creation is shifting toward business transformation and away from financial engineering. And in credit, disciplined underwriting and a focus on asset quality are increasingly rewarded.
As global markets undergo rapid shifts driven by technology, industrial policy and rising energy needs,
Infrastructure: The convergence of megatrends has us in a once-in-a-generation investment supercycle
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The infrastructure supercycle continues, fueled by the converging megatrends of digitalization, decarbonization and deglobalization—structural forces whose foundations have only strengthened.
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Artificial intelligence and data sovereignty are driving explosive demand for digital infrastructure and compute capacity, which has had a domino effect in driving the needs for power and supporting infrastructure.
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Global electricity demand is accelerating faster than supply, propelled by the combined forces of digitalization, electrification and industrialization.
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No single technology can meet future load needs alone. Meeting this unprecedented rise in demand needs an “any-and-all” approach, with a focus on: renewables—the lowest cost source of bulk power in most regions of the world—for its economic advantage and speed; battery storage for flexibility; nuclear for scale and reliability; and natural gas for stability.
Private Equity: Tailwinds and megatrends will energize the industry after a challenging period
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Global buyouts activity is accelerating, fueled by normalizing interest rates, attractive asset values in aging portfolios and corporate rationalizations.
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Industrial companies requiring operational transformation will offer great opportunity as deglobalization and digitalization—led by the AI revolution—drive necessary productivity improvements.
Real Estate: 2026 will be the year investors shift into tactical mode and find even more attractive opportunities to invest
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Financing markets are normalizing, with renewed liquidity enabling price discovery and reactivating deal flow across major markets.
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In 2026, real estate investing will depend on selectivity and getting results from operational value creation as the asset class recovers.
Credit: Market fundamentals will remain robust as demand for financing increases
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Private credit’s growth is accelerating in areas such as infrastructure, real estate and asset-based finance, as the asset class continues to mature.
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We see the potential for return dispersion to rise as investment results could increasingly depend on borrower, sector, collateral and structural differentiation.
| Media: Rachel Wood Tel: (980) 428-3539 Email: [email protected] |
Investor Relations: Jason Fooks Tel: (212) 417-2442 Email: [email protected] |
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John Hamlin
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