Where Institutional Money Is Moving in 2026
Every serious allocator walking into 2026 knows the same things — $11 trillion in global debt maturing, AI reshaping infrastructure demand, private credit filling the gap left by retreating banks. Knowing is not the hard part. The hard part is moving from awareness to allocation with genuine conviction. In this piece, Sri Purisai examines the four structural plays driving institutional capital in 2026: private credit, digital infrastructure, private equity carve-outs, and selective real estate — and the geography question that serious allocators can no longer ignore.
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