Sector Investment 3 Days

Last updated: March 30, 2026, 2:30 PM ET

Infrastructure & Private Equity

The recent conclusion of the Global Summit in Berlin revealed a prevailing sentiment that the infrastructure asset class remains in healthier shape than general private equity, even as the sector grapples with evolving challenges related to strategy drift and geopolitical tensions. Against this backdrop, Brookfield Asset Management proceeded with its $6.5 billion take-private offer for Canadian renewable power producer Boralex. Separately, discussions at the summit illuminated a divergence in views regarding the data center buildout boom, with the Abu Dhabi Investment Authority expressing bullishness on AI infrastructure investment while US-based Aksia maintained a more cautious stance on the sector's trajectory.

Real Estate & Credit

Activity in European real estate financing is showing renewed vigor, with ICG successfully closing its second Metropolitan opportunity fund at €1.4 billion, a vehicle now five times the size of its predecessor dedicated to European industrial and logistics assets under triple-net lease structures. This expansion occurs as market participants perceive the European real estate cycle turning, with experts from LaSalle and Nuveen describing the current environment as a ‘golden period’ for seizing opportunities within real estate credit. Investment managers are actively positioning capital to capitalize on this perceived positive shift in the credit market entering a new cycle.