Geopolitical tensions, shifting monetary policies, and changing growth patterns are redefining the global economy, creating a complex mix of opportunities and risks. This discussion will explore key forces shaping capital markets, including interest-rate trends, inflation, and developments in equities, fixed income, and infrastructure. Panelists will address the rise of alternative assets, the integration of sustainability, and the role of innovation—particularly in infrastructure financing—in driving long-term value. With insights from both public and private markets, the conversation will examine capital flows, portfolio adaptation, and strategies likely to define the next decade. How will market dynamics reshape global capital allocation? What approaches will position investors for resilience and growth?