Growth asset opportunities in 2026

Investment

Amid a challenging macroeconomic backdrop, it has arguably never been more important for investors to choose their ‘growth assets’ wisely.

In 2026, we think it’s important for trustees and sponsors to:

Focus on a tangible risk premium – Real Assets (e.g. Infrastructure, Property) valuations are underpinned by cashflows from rents or income streams, thereby maximising certainty – there are implementation approaches to suit a variety of objectives.
Avoid overpaying for equities – could you benefit from a zero-fee fund?
Access illiquidity sensibly – Utilise your competitive advantage in illiquids, if you still can.

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