Sector Investment 3 Days

Last updated: March 29, 2026, 5:30 AM ET

Infrastructure & Private Markets Adjustments

Ardian appointed Juan Angoitia as the new global head of infrastructure, while Mathias Burghardt will assume the role of chair of the newly formed infra management committee, maintaining his EVP duties for Ardian France. This personnel shift comes as the sector discusses the wider implications of the 'industrialisation of AI' and the strategic return of nuclear power, topics central to recent industry summits Global Summit Day 3. The evolving regulatory and technological environment is forcing fund managers to reassess traditional mandates across core assets.

Real Estate Strategy Amid Rate Uncertainty

The path forward for real estate capital markets remains clouded by central bank guidance, prompting managers to reshape outlooks on rate volatility Rates or Hormuz. In response to sustained pressure, CalPERS has been increasing allocations toward non-core real estate strategies over the last two years, seeking higher potential returns amidst a shifting market. Demonstrating that sustainability mandates are gaining traction despite economic headwinds, LaSalle successfully raised $370 million for its inaugural global 'brown-to-green' real estate fund, proving investor appetite exists for decarbonization strategies Investors still have room.