Institutional investors target tangible real assets to hedge instability
Asset owners are restructuring their portfolios to favour asset-intensive sectors in response to structural economic shocks and extreme equity market concentration.

Global asset allocators are increasingly rotating capital away from digital-heavy profiles into physical infrastructure to secure durable cash flows. Driven by a desire for inflation insulation and supply chain durability, institutional players are utilising frameworks designed to exploit hard-to-replace physical setups.
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