DOES UNCERTAINTY HELP OR HARM REAL ASSET INVESTMENTS?

This discussion centers on the impact of uncertainty on real asset investments. Omar Al-Hamansi outlines key areas of uncertainty, including macro, regulatory, operational, and demand-related factors. Rishi Kapoor notes policy-related uncertainties in developed nations contrasting with stability in the GCC region. Sahem Nasser emphasizes the importance of transparent frameworks, scalable vehicles, and visible exits. Vishal highlights the impact of anti-immigration rhetoric on student housing in the UK. The panel explores whether real estate remains a safe haven amidst inflation and geopolitical risks. They also discuss the attractiveness of infrastructure investments, including those related to AI, and the varying opportunities in different European markets.