Sector Investment 24 Hours

Last updated: March 27, 2026, 5:30 AM ET

Asset Management & Strategy Shifts

Ardian appointed Juan Angoitia as the new global head of infrastructure, while Mathias Burghardt will transition to chair the newly established infrastructure management committee, continuing his executive role as EVP & CEO of Ardian France. This leadership reshuffle occurs as the sector grapples with evolving themes, including the implications of the ‘industrialisation of AI’ and a renewed focus on nuclear energy, learnings gleaned from the Global Summit Day 3. Meanwhile, in private equity real estate, LaSalle secured $370 million for its inaugural global ‘brown-to-green’ fund, demonstrating sustained investor appetite for decarbonization strategies despite broader macro pressures.

Real Estate Capital Markets

The interest rate trajectory remains central to private real estate outlooks, as managers assess potential global capital market strain following recent central bank guidance. Amidst this rate uncertainty, the California Public Employees' Retirement System has strategically moved more capital into non-core real estate strategies over the last two years, a shift that the pension fund anticipates will yield higher overall returns This positioning contrasts with broader market concerns regarding how sustained higher borrowing costs will affect valuations across traditional commercial property classes.