Sector Investment 3h Briefing

Last updated: March 19, 2026, 7:30 PM ET

Asset Management & Real Assets

Macquarie Asset Management is actively generating alpha within its fourth Asia infrastructure fund, carefully avoiding "mandate creep" as it begins its initial transactions across the region. This cautious approach contrasts with a broader trend where private real estate investors are increasingly favoring funds as a preferred structure for expanding capital allocations, exemplified by pension manager Rest seeking wider asset class exposure through pooled vehicles.