Where Global Capital Moves Next

Global capital is undergoing a structural shift. Investors are no longer driven solely by yield, but by resilience, liquidity, and long-term relevance. In an environment shaped by higher interest rates, geopolitical realignment, and evolving supply chains, capital is increasingly gravitating toward markets and asset classes that combine economic stability with growth. This has accelerated cross-border flows into well-regulated jurisdictions, gateway cities, and logistics corridors that sit at the centre of global trade and population growth.

At the same time, real estate allocations are becoming more selective. Prime residential continues to act as a store of wealth in global cities and lifestyle destinations, while industrial real estate particularly logistics and warehousing has emerged as one of the strongest structural growth sectors. E-commerce, near-shoring, and inventory resilience have transformed warehouses from operational assets into core institutional investments. As a result, capital is shifting toward assets that serve essential economic functions and benefit from long-term secular trends rather than cyclical demand.

Looking ahead, the most successful investors will be those who position themselves ahead of these flows. This means identifying regions with infrastructure investment, demographic momentum, and policy stability, while also targeting assets that can deliver durable income and clear exit routes. Understanding where global capital is moving and why allows investors to anticipate opportunity rather than react to it, creating a more disciplined and future-proof balanced and diverse portfolio.