Gravis flags HALO rotation as investors shift back to listed real assets in 2026

• Gravis Capital Management analysis flagged a 2026 tailwind for listed real assets, built around market rotation, income durability, pension-driven flows.
• “HALO” trade pointed to renewed demand for asset-backed infrastructure with contracted cashflows, lower obsolescence risk, potential valuation support.
• “PACE” framework recast UK listed property as an income-compounding allocation, with active management driving rent, occupancy, dividend growth.
• “LAPS” theme tied UK pension reforms to potential re-rating, citing discounts to NAV across listed infrastructure, property.
• Government estimates reforms could unlock GBP 50 billion for private assets, with GBP 25 billion expected to flow into the UK economy by 2030.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Gravis Capital Management Ltd. published the original content used to generate this news brief on June 23, 2026, and is solely responsible for the information contained therein.