Investors are navigating a market where innovation is accelerating, the physical and digital economies are colliding and dispersion is creating more ways to add value — if you know where to look. Alternatives help investors access these growth opportunities, manage volatility and build portfolios that are equipped for changing terrain.
There are five themes shaping alternatives and each points to the growing value of building a thoughtful allocation to alternatives.
- Turbocharging Innovation: AI’s Supercycle Reshapes Private Equity and Venture Capital
Artificial intelligence is defining where value is created and captured, giving private market investors earlier access to innovation and growth. - Firing Up the Cylinders: Infrastructure and the Energy Transition
AI’s surging computing demand is fueling strong investor appetite for data centers and related infrastructure. - Core Private Credit: Engineered for Distance
The private credit landscape offers investors significant potential for durable returns. - Overhauling the Engine: The Distressed Credit Advantage
Distressed strategies may offer investors the potential for equity-like upside with credit-like downside risk mitigation. - Hedge Funds: Shock Absorbers for Bumpy Patches
Hedge funds are proving indispensable for delivering uncorrelated alpha and stabilizing multi-asset portfolios.
Building Exposure to Alternatives
Alternatives aren’t one-size-fits-all. The right mix depends on your objectives, tolerance for illiquidity and the role you want alternatives to play: income, growth, downside protection or opportunistic alpha. In a world that’s evolving fast, alternative investments aren’t just a complement to traditional assets, they’re now a core capability.
We invite you to read the executive summary from the 2026 Alternative Asset Themes: Equipped for Changing Terrain report and uncover the role alternatives can play in achieving your wealth goals. For more information, visit the full report here.