Private wealth investors are increasingly looking beyond asset class silos and asking how private markets can provide exposure to the major forces reshaping the global economy. From energy transition and defence to deglobalisation and supply chain realignment, these themes are influencing where capital is deployed and where long-term opportunities are emerging.

This session will explore how to approach private markets through a geo-economic lens, identifying which themes are genuinely investable and how they translate across asset classes. Examine how managers are positioning portfolios around these shifts and where opportunities are being driven by structural demand rather than short-term narratives. Understand how to align private markets allocations with long-term macro trends and access opportunities linked to real economic change.