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Last updated: March 19, 2026, 10:30 PM ET

Real Asset Allocation Trends

Macquarie Asset Management is navigating its fourth Asia infrastructure fund by strictly avoiding "mandate creep" while actively seeking opportunities to "generate alpha," according to co-head Verena Lim, reflecting caution in the region's dealmaking environment. This selectivity contrasts with a broader trend where global capital allocators are increasingly favoring commingled fund structures, evidenced by Australian pension manager Rest opting for the structure to deepen its real estate exposure.