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In recent years, private markets have experienced an evolution in the importance of ESG issues, both across the wider business community and society as a whole.

In this session we will explore how inflation, rising interest rates, geopolitical tensions, FX volatility and supply chain issues are impacting the infrastructure asset class and how this is affecting investment decisions. We will also look to explore the outlook for infrastructure globally and analyse how fund managers and LPs can capitalise on the opportunities at hand whilst minimising the risks.

Institutional investors seeking high-growth potential with a calculated risk profile should consider the dynamic landscape of small and mid cap (SMID) companies in healthcare and technology. These sectors boast a wealth of innovation, often driven by nimble and adaptable players poised for significant disruption.

Decarbonisation, digitisation and demographic change are transforming infrastructure into one of the most exciting asset classes.

The Scottish residential market is facing a pivotal moment. With pressure on housing supply, rental demand rising and a national housing emergency declared, new solutions are urgently needed.

Senior Portfolio Manager Ian Simmons joined Portfolio Adviser to discuss why the outlook for emerging markets is improving after a challenging decade, from a turning US dollar and attractive valuations to country-specific reforms and renewed growth momentum.

In an environment marked by persistent inflation and economic uncertainty, investors are increasingly turning to infrastructure equity as a strategic allocation.