Скачать или смотреть Ep. 22: Where Emerging Market Returns Move in 2026 | Five Forces Reshaping Global Capital Allocation

Emerging markets infrastructure is becoming a structural capital allocation decision in 2026. This episode of Delphos Insights outlines five forces that will determine where global returns are generated over the next cycle.

As developed market yields compress and fiscal policy reshapes industrial capacity, institutional capital is rotating toward policy-backed growth platforms. Delphos examines industrial policy and state-led investment, Digital Infrastructure 2.0 and AI-enabled assets, the green premium in sustainable resources, supply chain regionalization, and the institutionalization of private credit.

The shift is not cyclical. It is structural.

From semiconductors and data infrastructure to transition minerals and guaranteed loans, capital is concentrating in assets aligned with national priorities and long-term resilience.

For institutional investors, development finance institutions, portfolio managers, and family offices, understanding these forces is essential to capital discipline in 2026.

Read the full analysis:
https://bit.ly/45Z6N4V

Explore Delphos DFI advisory and capital mobilization services:
https://www.delphosco.com

CHAPTERS
00:00 Introduction to Emerging Markets Returns
01:40 Why Global Capital Is Rotating
03:10 Industrial Policy and State Investment
05:00 Digital Infrastructure 2.0 and AI
06:50 Sustainable Resources and Green Premium
08:40 Supply Chain Regionalization
10:30 Rise of Private Credit in EM
12:40 Risk, ESG and Capital Discipline
14:10 Strategic Outlook for 2026

About Delphos
Since 1987, Delphos has advised on 600+ transactions mobilizing US$20B across 100+ countries in emerging markets infrastructure and development finance institutions advisory mandates.

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