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Sector Investment 3 Days

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4 articles summarized · Last updated: LATEST

Last updated: June 22, 2026, 11:30 PM ET

Infrastructure & Real Estate

The European Bank for Reconstruction and Development is identifying infrastructure as its next major focus for nature-based financing, signaling a significant shift in how development capital is being deployed. This move comes as I Squared Capital builds out its APAC platform, with Ares appointing a new head for its infrastructure debt division and Stonepeak reportedly exiting its pipeline assets. Meanwhile, Canadian pension fund PSP Investments reported a $1.5 billion loss in its real estate portfolio for fiscal year 2026, citing residential oversupply and domestic immigration policies leading to a -7.3% return.

Energy & Real Estate Integration

Real estate managers are increasingly focusing on renewable energy as a means to mitigate risks stemming from volatile energy pricing and fragile global supply chains, particularly in the wake of geopolitical tensions. The heightened focus on renewables offers a potential buffer against the price shocks exposed by recent conflicts.