The growing role of private markets in portfolio resilience

Resilience is the top priority for investors heading into 2026, according to Schroders’ Global Investor Insights Survey for 2025. And with global outlooks for bonds and equities continuing to be marked by sticky inflation, rising fiscal pressures and geopolitical risks, Dr Nils Rode, Chief Investment Officer at Schroders Capital, believes private markets will have a key role to play in diversified, resilient portfolios. In an article for Investment Week’s Global Outlook Portal, Dr Rode explores how cyclical and structural forces are aligning to create opportunity in private markets. Click...