As private markets become more complex, allocators are being forced to make more deliberate choices between asset classes rather than simply increasing overall exposure. Infrastructure, private equity, private credit and real estate each offer different return drivers, risk profiles and roles within a portfolio, but also face very different pressures in the current environment.

This session brings together four distinct perspectives, with each speaker examining the opportunities, risks and return drivers within a specific asset class. Compare how infrastructure, private equity, private credit and real estate perform across cycles, where returns are being generated and how macro trends are shaping the opportunity set within each space. Understand where relative value is emerging and how to allocate more selectively across competing opportunities.