In this episode of Balentic Edge, host Kasper Wichmann is joined by Matt Evans, Partner at Bain Capital Special Situations, to explore the secular trends reshaping hard asset investing.

From aviation and supply chain disruption to U.S. manufacturing, Matt shares how Bain approaches opportunities in industries that are both capital-intensive and globally interconnected. The discussion also dives into risk management - why outcomes look more like a fan than a dot - and what that means for allocators navigating uncertainty.

If you’re interested in how LPs can think about aviation, industrials, and private credit in today’s market, this episode is for you.