PANEL Capital Flows into Real Assets Where Private Equity is Finding Conviction

PANEL: Capital Flows into Real Assets: Where Private Equity is Finding Conviction As capital returns selectively to infrastructure and real estate, private equity investors are prioritising assets with resilient income and long-term demand fundamentals. Across Europe and the GCC, opportunities are emerging in logistics, energy transition, and urban redevelopment. How are GPs identifying scalable platforms while managing execution risk in complex market conditions? What differentiates successful strategies today: yield stability, growth potential, or strategic positioning? How is private equity driving value creation in real assets amid shifting capital flows and macro uncertainty? Sara Sulaiman -Managing Director Macquarie Constantinos Economou – Senior Managing Director Capital Dynamics Edward JACKSON – Head of UK Pictet Direct Real Estate Pictet Group James Jacobs – Managing Director-Global Head of Real Assets Lazard Una protic – Senior Director Investment Hines