Sector Investment 24 Hours

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

Asset Management & Leadership Moves

Private equity firm Ardian appointed Juan Angoitia as the new global head of infrastructure, while Mathias Burghardt will chair the dedicated infra management committee and maintain his role as EVP and CEO of Ardian France, signaling a strategic reinforcement of its infrastructure vertical. This personnel shift comes as industry discussions focus heavily on the next frontier of investment, particularly the ‘industrialisation of AI’ and the renewed viability of nuclear power generation discussed at the recent Global Summit, which also explored questions of strategic drift in core assets.

Real Estate & Rates Outlook

Global real estate capital managers are recalibrating outlooks following recent central bank guidance, as concerns mount over sustained high interest rates potentially straining private equity real estate (PERE) markets worldwide. Brian Klinksiek of LaSalle IM discussed the rate trajectory on the PERE Podcast, emphasizing how evolving monetary policy directly impacts valuations across commercial and residential property sectors.