Amidst the resurgence of tariffs, investors are now recalibrating strategies to favour supply chain resilience and markets with policy stability, notably Japan, Australia, and India. While sectors such as high-spec logistics, R&D infrastructure, and alternatives continue to attract interest, regions heavily dependent on U.S. trade remain vulnerable to shifting policies.
This trend marks a broader strategic pivot from global efficiency toward regional resilience, with capital increasingly aligned to adaptable asset classes and diversified portfolios.
