Real Assets News
What Happens if a $40 Trillion Bubble Bursts?
There’s been a simmering anxiety since the fall that trouble is brewing in the private-credit market, and high-profile redemption requests have only added to the panic. There may be cockroaches in the system, but Wall Street superstars Marc Rowan and Jon Gray insist it’s all just a bunch of bad actors on the periphery. To […]
The $265 billion private credit meltdown: How Wall Street’s hottest investment craze turned into a panic
It was a glorious time to make money. From early summer 2023 to the close of January 2025, private equity stocks staged what may rank as the single biggest surge, over a tight time frame, in the annals of financial services. In that eighteen month span, Blackstone notched total returns 58.2%, Ares, Apollo, and Blue […]
Private equity: Emerging managers to watch in 2026
After a protracted period of slower fundraising and heightened selectivity across the broader private equity landscape, there remain solid opportunities for first-time managers, particularly those with deep sector specialization, differentiated strategies, and strong operational track records. To a report by withintelligence. 09.03.2026
Why the private equity crunch is not a prelude to the next big economic crisis
We are fixated on two problems: the price of oil and the frailty of our banking system. We are catastrophizing at a pace I have rarely seen, accelerated by negative commentators who are rarely proven right but are always given the microphone — either because they are super-rich or because they are super-short. To a […]
Infrastructure Investor BlackRock Makes $100M Pitch to Train More Craft Workers
Artificial intelligence giants are turning their attention, and investments, to a critical component of that technology development—craft workers needed to build required data center and related power infrastructure to meet unprecedented demand and complexity. To a report by enr. 13.03.2026
Energy Department Announces $1.9B Investment in Critical Grid Infrastructure to Reduce Electricity Costs
The U.S. Department of Energy’s Office of Electricity (OE) today announced an approximately $1.9 billion funding opportunity to accelerate urgently needed upgrades to the nation’s power grid. To a report by energy. 12.03.2026
Global investor bidding activity converges across property sectors
Bidding competitiveness across the four main property sectors converges to the narrowest spread in over three years, signaling a more normalized and balanced market in 2026. To a report by prnewswire. 10.03.2026
Real estate builds on new terrain
Real estate moved from stabilization to selective acceleration in 2025—but the most profound changes have only just begun. To a report by McKinsey & Company. März 2026.
Mipim 2026: Mega brokerage transaction and mega-trends change mood at global real estate gathering
The organiser has confirmed there were 20,000 delegates representing 90 countries at the 36th edition of the conference – a respectable figure, if slightly down on last year, given the difficulties travelling in from some parts of the word. To a report by costar.
The $265 billion private credit meltdown: How Wall Street’s hottest investment craze turned into a panic
It was a glorious time to make money. From early summer 2023 to the close of January 2025, private equity stocks staged what may rank as the single biggest surge, over a tight time frame, in the annals of financial services. To a report by fortune. 14.03.2026
Global private equity investment in semiconductors falls in 2025
Global private equity and venture capital investment in the semiconductor sector fell 45% year over year to $13.35 billion in 2025, according to S&P Global Market Intelligence data. To a report by spglobal. 12.03.2026
Private equity in China’s semiconductor sector; US biotech rounds drop
Private equity- and venture capital-backed transactions targeting China’s semiconductor sector totaled $7.71 billion in 2025, according to S&P Global Market Intelligence data. That was equivalent to about 58% of the $13.35 billion private equity invested in the semiconductor sector globally. To a report by spglobal. 13.03.2026
AT&T to Invest $250 Billion to Expand U.S. Connectivity Infrastructure
AT&T will invest more than $250 billion through 2030 to expand fiber, wireless, and satellite connectivity infrastructure across the United States. The spending will also fund workforce training and infrastructure upgrades supporting more than 100 million customers on its networks. To a report by dmagazine. March 2026
Infrastructure: The times they are a-changin’
Bob Dylan’s enduring classic “The Times They Are a-Changin’” wasn’t just about politics or culture—it was about recognising when a new era is breaking over the horizon. It underscored the importance of identifying inflection points, when the old order fades and a new one takes form. To a report by ifminvestors. 10.03.2026
Global investor bidding activity converges across property sectors
Investment bidding intensity in the commercial real estate market is holding steady and buyer interest remains competitive across property types, even with the supply of investment opportunities increasing. This is according to JLL’s Global Bid Intensity Index, a leading indicator for future capital flows that offers a real-time view on liquidity dynamics across global private […]
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