Sector Investment 24 Hours

Last updated: March 27, 2026, 11:30 AM ET

Private Equity & Real Assets Management Shifts

Ardian appointed Juan Angoitia as the new head of infrastructure, while Mathias Burghardt will chair the newly formed management committee for the segment and maintain his role as EVP and CEO of Ardian France. This executive restructuring occurs as the infrastructure sector continues to evolve, notably with discussions around the ‘industrialisation of AI’ and the renewed focus on nuclear power gaining traction at recent industry forums Global Summit Day 3. Meanwhile, private real estate managers are actively adjusting strategies based on central bank guidance, as persistent interest rate uncertainty places strain on global capital markets.

In response to evolving rate expectations, institutional investors are reallocating capital toward less rate-sensitive strategies; for instance, CalPERS increased its commitment to non-core real estate over the past two years, anticipating stronger returns. This move toward specialized strategies aligns with broader sustainability mandates, evidenced by LaSalle raising $370 million for its inaugural global ‘brown-to-green’ real estate fund, demonstrating sustained investor appetite for decarbonization-focused assets despite macroeconomic headwinds.