Gareth Jollands

As investors recalibrate portfolios in search of stability, income and long-term relevance, real estate and infrastructure are stepping into the spotlight. Yet despite their growing appeal, questions persist around what these asset classes are delivering in today’s market - and whether they can meet rising expectations around sustainability, resilience and returns. This session will explore the strategic role of real assets in a diversified portfolio, the forces driving renewed demand, and the tensions between performance goals and net-zero commitments.