Megatrends reshaping the map: energy, demographics, private markets and artificial intelligence.
A megatrend belongs in a portfolio only when it shows up as capex, regulation or demographic data. Energy transition, longevity and private-market access are three lines already in the price.
RVS’s EQuilibrium institutional survey and this trends note share the same map: institutions are already adding alternatives — the difference is pace.
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Our Investment Institute connects macro, asset-class, fundamental and sustainability research so a view can be tested from more than one direction.
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For professional and educational use only. This material is not investment advice or a recommendation. Capital is at risk.