Sector Investment 3 Days

Last updated: March 29, 2026, 8:30 AM ET

Private Markets & Infrastructure

Ardian appointed a new head for its infrastructure division, naming Juan Angoitia to the post while Mathias Burghardt transitions to chair the newly created infrastructure management committee, continuing his EVP and CEO role for Ardian France. This management restructuring occurs as global infrastructure discussions focus heavily on the "industrialisation of AI" and the renewed viability of nuclear power, suggesting evolving strategic priorities for long-term capital deployment at a recent summit. Meanwhile, investors are finding new avenues for capital deployment, as demonstrated by LaSalle’s success in raising $370 million for its inaugural global ‘brown-to-green’ real estate fund, proving that environmental, social, and governance mandates remain highly fundable in the current climate.

Real Estate Strategy & Outlook

The trajectory of global real estate capital markets remains tethered to central bank policy, with managers reshaping outlooks based on the interest rate road ahead, according to recent commentary on the PERE Podcast. This sensitivity to rates is leading some large asset owners to adjust their portfolios; for instance, CalPERS has shifted a greater portion of its capital toward non-core real estate strategies over the last two years in pursuit of enhanced returns. This reallocation suggests a belief that higher returns are attainable through more opportunistic, less core-rate-sensitive investments, even as broader market strains mount due to uncertain monetary guidance.