Sector Investment 24-Hour Briefing

Real Estate Trends

Real estate M&A activity jumped 40% during 2023-25, with deals involving sector specialists gaining market share. In leadership shifts, AIA is losing its reinsurance CIO and group ALM head after nine years overseeing a $333bn asset portfolio. Research highlights that reporting transparency, value creation, and true partnership define strong investor-manager relationships.

Infrastructure Challenges

Infra Via successfully raised €8bn for its latest European infrastructure fund, exceeding its target by €1bn. Conversely, wind operators are experiencing earnings pressure due to lower wind speeds, a trend likely affecting private infrastructure funds as well.