Sector Investment 24 Hours

Last updated: March 26, 2026, 11:30 PM ET

Infrastructure & Technology Investment

Discussions at the Global Summit’s third day centered on the nascent 'industrialisation of AI' and a strategic re-evaluation of nuclear energy's role in infrastructure planning, prompting fund managers to consider shifts in long-term allocation. This trend toward high-tech enablement contrasts with continued focus on energy transition, as demonstrated by LaSalle’s successful $370 million raise for its inaugural global ‘brown-to-green’ real estate fund, proving sustainability mandates remain highly actionable.

Real Estate Capital Flows

Large institutional investors are reallocating capital toward non-core real estate strategies, a shift observable at CalPERS over the last two years, which the pension manager anticipates will yield higher long-term returns than traditional core assets. This movement aligns with broader market demand for specialized strategies, as evidenced by the successful closing of the sustainability-focused fund managed by LaSalle, indicating investor appetite for niche, value-add property plays.