Sector Investment 24 Hours

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

Infrastructure & Real Assets Management

Ardian appointed Juan Angoitia to lead its infrastructure division, an exclusive report revealed, while Mathias Burghardt will assume the role of chair for the newly formed infra management committee, continuing his executive duties as EVP and CEO of Ardian France. This executive restructuring occurs as the sector grapples with evolving strategy, evidenced by discussions at recent summits focusing on the 'industrialisation of AI' and the renewed viability of nuclear power as a core energy strategy Global Summit Day 3. Concurrently, institutional allocators are recalibrating property exposure; CalPERS has shifted greater capital into non-core real estate strategies over the last two years, anticipating higher returns from this tactical pivot.

Real Estate Capital Markets

The ongoing trajectory of global interest rates remains the primary concern shaping outlooks for private equity real estate managers, with discussions focusing on central bank guidance and potential capital market strain Rates or Hormuz. Managers are actively assessing the path ahead for borrowing costs, forcing a reassessment of valuations across core and non-core assets alike. This focus on rate sensitivity comes as pension funds like CalPERS see higher potential returns following their own recent allocation shifts toward more opportunistic property segments to counterbalance lower yields elsewhere in their portfolios.