2min chapter

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2023 Long-Term Capital Market Assumptions: Back to basics

Center For Investment Excellence

CHAPTER

The Future of AID and Capital Scarcity?

I think that AID still applies, but it's more about alpha inflation protection and diversification given the outlook from here. I wanted to ask you one question just to kind of wrap things up here. How do you think about the role of financial markets in allocating this capital as we look ahead over the course of the next 10 to 15 years? Probably creates some alpha opportunities in areas like the energy transition where there's going to be a need for investment. And so lending into those areas looks a lot more appealing perhaps than it did a year or two ago.

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