According to Clarion Partners, the industrial, healthcare and housing sectors, which are being driven by demographics and innovation, are positioned to outperform in 2026. Capital remains anchored in high-conviction sectors but is beginning to extend into more differentiated market areas. In addition, investors are focusing on high-conviction macro themes such as demographics, innovation, housing and shifting patterns of globalization. To learn more, download the sponsored report published in the May issue of RAA by clicking here.
