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Nuveen: Institutional investors identify AI energy transition and deglobalization as key megatrends reshaping investment strategy
Research - FEBRUARY 4, 2026

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Nuveen: Institutional investors identify AI energy transition and deglobalization as key megatrends reshaping investment strategy

by Released

Institutional investors worldwide are recalibrating their investment approaches as three powerful megatrends — artificial intelligence, energy transition and deglobalization — reshape the global economic landscape, according to preview results from Nuveen’s sixth annual EQuilibrium Global Institutional Investor Survey.

The survey finds that AI has emerged as the dominant force influencing investment strategy, with 63 percent of investors identifying it as the biggest megatrend impacting their decisions over the next five years. Energy transition ranks second at 40 percent, followed by deglobalization at 36 percent.

Each year Nuveen’s EQuilibrium survey reflects the views of the world’s largest investors, examining how evolving perspectives on market, geopolitical and climate-related issues are influencing asset allocation decisions, particularly in private markets. This year 800 institutions from 30 countries were surveyed, representing nearly $17 tr

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