Balancing Growth and Stability in Sovereign Wealth Fund Management

You are part of an investment team managing a sovereign wealth fund (SWF) characterized by a dual mandate: to ensure long-term capital growth and to contribute to economic stability. Recently, your committee deliberated on the fund's reallocation due to shifting market dynamics and a significant decrease in oil revenue, which has been a cornerstone of the fund's asset base. Your team is considering four strategic shifts but narrowed it down to three main options. Each option offers a different approach to achieving the fund's objective amidst rising inflation and geopolitical tensions.

Which of the following options should the fund prioritize to balance growth and stability effectively?