Sector Investment 3 Days

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

Infrastructure & Private Equity Moves

Ardian appointed Juan Angoitia as the new global head of infrastructure, while Mathias Burghardt will chair the newly created infra management committee, continuing his dual role as EVP and CEO of Ardian France. Discussions at the recent Global Summit focused heavily on the industrialisation of AI and a renewed appetite for nuclear power, suggesting investment strategies are adapting rapidly to technological shifts Global Summit Day 3. Furthermore, infrastructure debt was identified as enduring during the second day of the summit, which also covered the expansion of data centers and the growing importance of infrastructure secondaries markets in Europe Global Summit Day 2. Meanwhile, the debate over US asset recycling continues to resurface, with Australian investors touting it as a potential fix for the domestic funding shortfall, though skepticism remains about its actual implementation this time around US asset recycling.

Real Estate Capital & Strategy Shifts

Real estate managers are actively recalibrating outlooks based on central bank signaling, creating a complex environment for global capital markets, as discussed on the PERE Podcast regarding the interest rate road ahead. This uncertainty is juxtaposed against managers finding success in niche areas; for instance, LaSalle successfully raised $370 million for its inaugural global ‘brown-to-green’ fund, demonstrating continued investor appetite for decarbonization strategies. In the industrial sector, NorthPoint Development closed its largest vehicle yet, anticipating a “generational buying opportunity” to acquire assets from forced sellers. This strategic shift toward specialized, often non-core, assets is mirrored by large allocators; CalPERS has directed greater capital toward non-core real estate strategies over the last two years, anticipating improved subsequent returns CalPERS sees higher returns.