Each year, leaders gather at the World Economic Forum in Davos to discuss the forces reshaping our economies: artificial intelligence, climate transition, urbanisation, geopolitical fragmentation, demographic pressure, and the redefinition of growth itself.

The tone has shifted. Growth at any cost is no longer credible. Technology without trust is unsustainable. Real estate without purpose underperforms. Capital without conscience is exposed.

At GSI Capital, we see the same signals. But we respond differently.

We do not view these shifts as abstract macro themes. We treat them as design constraints for building the next generation of value systems.

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It all begins with an idea.