Sector Investment 3 Days

Last updated: March 27, 2026, 8:30 PM ET

Infrastructure Sector Leadership & Strategy

Ardian named Juan Angoitia as the new head of infrastructure, while Mathias Burghardt will transition to chair the newly formed infra management committee, continuing his executive role as CEO of Ardian France. Discussions at the Global Infrastructure Summit focused heavily on the 'industrialisation of AI' and the resurgence of nuclear power, suggesting a strategic evolution for the sector beyond traditional assets, while another session confirmed that infrastructure debt is expected to maintain endurance amid market volatility. Furthermore, the ongoing debate regarding US asset recycling persists, with Australian investors actively promoting the mechanism as a potential remedy for America's infrastructure funding shortfall, though skepticism remains about its actual implementation this time around.

Real Estate Capital Flows & Strategy

The outlook for global real estate capital markets faces increasing strain, driven by central bank guidance on interest rates, prompting managers to reshape investment strategies. In response to this shifting rate environment, CalPERS has increased allocations toward non-core real estate strategies over the last two years, a move that the pension fund anticipates will yield higher overall returns. Meanwhile, specialized industrial developer NorthPoint Development closed its seventh fund to date, securing capital that the firm believes positions it to capitalize on what it sees as a 'generational buying opportunity' stemming from forced sellers. Demonstrating a commitment to shifting mandates, LaSalle raised $370 million for its inaugural global ‘brown-to-green’ real estate fund, proving investor appetite remains strong for decarbonization strategies despite broader market concerns.