Sector Investment 24 Hours

Last updated: July 9, 2026, 2:30 PM ET

Real Estate Sector Shifts

Norway's sovereign wealth fund of its London and Paris office holdings to Stanhope, signaling a strategic shift toward sector specialists to improve returns. In Asia, Hong Kong’s Link has appointed European property veteran George Slater as its incoming chief executive, a move that, while not immediately focused on private funds for the region's largest listed real estate investment trust.

Private Markets Expansion

Australian superfund Rest is as part of a broader push into private markets. The fund's head of private markets, Marina Pasika, stated that Rest avoids rigid portfolio segmentation and extends its thematic investment approach to unlisted real estate. Pasika also confirmed that Rest, an asset class well-suited to its young member base's long-term investment horizons.

Infrastructure and Data Center Dynamics

Mid-market infrastructure assets are outperforming their large-cap counterparts, though the performance gap between top and bottom large-cap managers is tightening. Meanwhile, S&P notes that the contractual structures within the data center sector. Despite these shifts, growing demand for data center services continues to support their creditworthiness.