Sector Investment 24-Hour Briefing
×Infrastructure Investment
AlbaCore is targeting €1 billion for a new high-yield infrastructure debt fund, marking its first foray into infra credit. The firm plans to quickly follow this with the launch of an investment-grade vehicle, expanding its credit strategy.
BNP Paribas Asset Management has shut down its €750 million sustainability fund following its acquisition of AXA IM Alts. The move eliminates overlap in equity fund strategies between the two managers.
Energy Sector
Coal-fired power stations in the US, Australia, and EU are seeing postponed closures, but investors are not returning to the fossil fuel. Ad-hoc extensions are deemed insufficient to keep coal competitive in the current market.
Real Estate Investment
Private real estate executives are intensifying diversification strategies as the Iran conflict creates further uncertainty. Market volatility is driving portfolio rebalancing efforts, according to participants at the PERE Asia Summit 2026 in Singapore.