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Sector Investment 3 Days Briefing

3 articles summarized · Last updated: March 29, 2026 at 5:30 PM ET v757

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

Infrastructure & Private Markets Appointments

Ardian appointed Juan Angoitia as the new global head of infrastructure, while Mathias Burghardt will assume the role of chair for the newly formed infrastructure management committee, continuing his dual duties as EVP and CEO of Ardian France. Elsewhere, discussions at the Global Summit focused on the accelerating ‘industrialisation of AI’ and the renewed strategic viability of nuclear power, signaling evolving investment themes within the sector over three days.

Real Estate & Capital Markets

Global real estate managers are recalibrating capital market strategies, with focus shifting heavily toward interest rate trajectories following recent central bank guidance, according to LaSalle IM's Brian Klinksiek. This adjustment comes as mounting global capital market strain builds, directly impacting how firms approach deployment and asset valuation across various property types on the heels of Fed moves.