Sector Investment 24 Hours

Last updated: March 26, 2026, 8:30 PM ET

Infrastructure & Technology Megatrends

Discussions at the Global Summit's third day centered on the 'industrialisation of AI' and a strategic re-evaluation of nuclear energy's role, suggesting a shift in infrastructure priorities This focus on next-generation technology investment comes as debates continue regarding the viability of US asset recycling, which Australian investors are again promoting as a funding solution for the nation’s infrastructure gap, though skepticism remains over whether this iteration will succeed where past efforts stalled.

Real Estate Capital Flows & ESG

Pension managers, including CalPERS, are actively adjusting their real estate allocations, having moved greater capital toward non-core strategies over the last two years in pursuit of higher returns. This capital movement is occurring alongside a demonstrated appetite for sustainability-focused mandates, evidenced by LaSalle successfully raising $370 million for its inaugural global ‘brown-to-green’ real estate fund, proving that investors are willing to commit capital to decarbonization strategies despite broader market softness.