Sector Investment 3 Days

Last updated: March 28, 2026, 5:30 PM ET

Infrastructure & Management Shifts

Ardian appointed Juan Angoitia as the new head of infrastructure, a key leadership move that sees Mathias Burghardt transition to chair the newly established management committee for the division while retaining his EVP and CEO role for Ardian France. This personnel reshuffle comes as the sector debates funding mechanisms, with discussions around US asset recycling re-emerging as a potential fix for Australia’s infrastructure funding shortfall, raising questions over whether this iteration will succeed where previous proposals stalled. Furthermore, the ongoing industrialization of artificial intelligence and the resurgence of nuclear power were identified as major themes shaping strategy evolution across the sector at a recent global summit.

Real Estate Capital & Strategy

Real estate investment managers are recalibrating strategies based on evolving central bank guidance, as the prospect of sustained higher interest rates continues to place strain on global capital markets according to recent analysis. In response to this environment, large institutional investors like CalPERS have actively shifted capital toward non-core real estate strategies over the last two years, resulting in expectations of higher overall returns. Meanwhile, the pursuit of sustainability mandates remains active, evidenced by LaSalle raising $370 million for its inaugural global ‘brown-to-green’ property fund, demonstrating a clear investor appetite for decarbonization plays despite broader rate uncertainty.