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Last updated: March 27, 2026, 2:30 AM ET

Asset Allocation & Real Assets

Discussions at the third day of the Global Summit focused on the 'industrialisation of AI' and the renewed strategic importance of nuclear power, signaling an evolution in infrastructure investment priorities. Concurrently, CalPERS has increased capital allocation toward non-core real estate strategies over the last two years, a shift that the pension fund now credits with driving higher expected returns. Demonstrating continued appetite for thematic real assets, LaSalle successfully raised $370 million for its inaugural global ‘brown-to-green’ real estate fund, emphasizing that sustainability remains a timely investment mandate.