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

Infrastructure & Private Equity Dynamics

The Infrastructure Investor Global Summit in Berlin concluded with sentiment suggesting infrastructure assets are positioned healthier than traditional private equity amid evolving market challenges, including strategy drift and geopolitical tensions AI, geopolitics, strategy drift. This relative strength was evident as Brookfield prepared a $6.5bn take-private of Boralex, while differing views on the AI buildout boom emerged, with the Abu Dhabi Investment Authority showing bullishness on data centre expansion contrasted by caution from the US-based Aksia ADIA, Aksia divided. Overall, sector participation remains high, though asset allocation views show divergence The Pipeline: Global Summit ends.