Sitara Sundar

Infrastructure is under-allocated in portfolios (e.g., family offices <1%) and offers inflation-resilient income backed by multiyear cash flows tied to AI rollout and re-industrialization; the firm is leaning into infrastructure.

AI-led capital market activity in 2026 is on pace to be the largest in 10 years, driving a massive pickup in distributions from buyouts and VC/growth; private equity will benefit as AI integrates into real businesses.

Memory chip supply remains tight due to AI-driven demand, creating a persistent supply/demand imbalance despite years of capex, offering investment opportunity in memory makers.

Memory chip supply remains tight due to AI-driven demand, creating a persistent supply/demand imbalance despite years of capex, offering investment opportunity in memory makers.

The AI infrastructure buildout is still in early innings, and demand for Nvidia's chips continues to outstrip supply, supporting further earnings growth and making the stock attractive despite its size.

Infrastructure and real estate have undergone a significant valuation reset over the past couple of years and are in the early stages of recovery, offering an attractive entry point for inflation-resilient income.

Sundar states they have "been telling clients to lean into gold as a diversifier," noting it's not just a geopolitical hedge but could serve as a diversifier over the long run. In a regime of high volatility across asset classes, gold offers a non-correlated return stream and maintains its historical role as a store of value. LONG as a strategic portfolio diversifier, not just a tactical hedge against the current Middle East conflict. Rising real interest rates or a sustained risk-on market rally could dampen gold's appeal.