The backdrop is a shift from a dollar-based system toward a multi-anchor currency regime, and capital is diversifying with it.
Emerging markets
Africa, the GCC, the Turkic countries and South East Asia
Together these regions already produce over a seventh of global output in purchasing-power terms. On current growth paths their combined real GDP roughly doubles by 2040, taking them past a fifth of the world economy. They grow about twice as fast as advanced economies (IMF), and tensions across the Middle East are pushing trade, capital and supply chains toward new corridors.
South East Asia $3.8T, 4th largest by 2030Africa 2.5B people by 2050
Emerging sectors
Sustainability and ethical finance
The annual sustainable-development financing gap now exceeds $4 trillion (UN). More than half of world GDP depends on nature, yet biodiversity finance falls short by about $700 billion a year. A new generation of ethically minded investors is also growing, seen in the return of Awqaf as perpetual giving and a move toward risk-sharing finance over interest-based arrangements.
Ethical finance $5T → $7.5T by 2028
Emerging technologies
AI, automation and Industry 4.0
AI, automation, data and connected systems are changing how economies produce and compete. They compress development timelines and let emerging economies skip legacy infrastructure, with the gains concentrating among countries that adopt early.
AI adds up to $15.7T to global output by 2030 (PwC)World GDP +14%
Emerging platforms
Venture ecosystems, managers and co-investment
Venture funds and fast-growing young companies are reaching these sectors and regions faster than incumbents, often organised into ecosystems around sovereign capital: fund-of-funds, incubators and investment programs built together. We help form these platforms and calibrate diligence for the early-vintage managers they back, turning gaps into protections that gate capital. Where structures allow, we can co-invest alongside partners.