Manulife IM's 2026 outlook on private markets

Our 2026 private markets outlook explores five powerful secular themes—digitization, decarbonization, deglobalization, demographics, and democratization. While these forces have long shaped private markets, their accelerating momentum is driving a deeper and faster transformation than ever before. Combining private assets with traditional markets gives investors access to a broader range of opportunities that aren’t always available in public markets. This approach can help smooth volatility, while also positioning portfolios for better long-term performance outcomes. By blending these two worlds, investors can create a more resilient and diversified strategy that’s better equipped to navigate changing market conditions and capture growth over time.

Infrastructure equity spans both defensive and cyclical sectors, providing potential downside resilience along with opportunities for growth during economic upswings. Explore how this diversification can support investors through changing market conditions. Download the white paper: https://lnkd.in/gnVTu2vV #IFMInvestors #KnowHow

What if your investment strategy was not to reflect benchmark indices, but simply to invest in the world's 30 to 40 best companies, wherever they're located? Scottish investment manager (and CFS partner) Baillie Gifford's Long Term Global Growth team takes a 10-year view on growth investing that includes imagining the upside. “The biggest investment mistakes that we've made are failures of imagination, where we've not been imaginative enough to think about what can go very, very right,” says partner Tim Garratt. Read more 👉 http://spr.ly/6049AhGAD #BaillieGifford #BaillieGifford #BaillieGiffordGrowth #LongTermGlobalGrowth #LTGGFund #LongTermInvesting #ActiveGrowth

Investors’ cheat-sheet for the Western Cape: Wesgro’s new guide covers setup, incentives, and sector insights ahead of the Investment Summit. https://lnkd.in/dHFv-hfw #WesternCape #Investment #Wesgro

Which companies have been driving returns for Edinburgh Investment Trust? Portfolio Manager Imran Sattar shares his analysis of stocks that have shaped recent performance of the portfolio, from resilient consumers to new industrial and utility holdings. Watch below. Discover more insights from our portfolio managers: https://lnkd.in/e4b7RaW9 Capital at risk. This should not be construed as investment advice. #InvestmentTrust #PortfolioInsights #InvestmentStrategy

Can you really make money from timber? It’s not the first thing most investors think of—but timber can be a steady, renewable source of income and a unique way to diversify your real estate portfolio. In this video, Naomi Brown, CCIM explains how timberland works as a long-term investment, from harvest timelines and valuation factors to tax benefits and ownership options. 

This at-a-glance reference provides some interesting context and perspective on key portfolio metrics for forestland investments and other relevant asset classes and indices. Included with the key portfolio metrics are a few charts and comments on how real estate appreciation may influence forestland investments under different scenarios.

The outlook for real estate and infrastructure in a changing world: Demand for more global infrastructure investment creates opportunities for real estate players. McKinsey’s Adrian Kwok explores how the two industries can work together in a more dynamic environment. http://dlvr.it/TPDB1Z

Last week, the BIA partnered with The Investment Association for the first time to shed light on the barriers to growth faced by the #LifeSciences, and better understand how investors can support the sector. The roundtable focused on strengthening collaboration between the sector and the UK investment community, ensuring #Policymakers, #Investors, and #IndustryLeaders work together to understand barriers to investment and shape practical, sector-specific solutions that drive growth and #Innovation. Exciting first steps toward a strong partnership between our associations.

Breanna Horne, CHMM, ENV SP, WEDG, WELL AP, Fitwel and Patricia Macchi explore how data-driven, risk-informed strategies are helping public agencies fund and deliver measurable resilience — reshaping collaboration and investment across the infrastructure sector: https://lnkd.in/e2tf9zgV