Q&A: Oracle and Blue Owl on scaling AI data centers by Andrea Zander | Jan 22, 2026 In a discussion with IREI, Jared Sheiker, chief of staff for the real assets platform at Blue Owl Capital, and Julia Robin, vice president of networking and data center capacity management at Oracle, addressed how considerations such as power availability, water use, workforce development and sustainability are influencing development decisions, alongside a shift toward disciplined, demand-driven growth.
Report for Davos 2026: Africa is a structural solution to the world’s capital-allocation problem by Kali Arevalo | Jan 21, 2026 Africa investor, in partnership with The Africa Sovereign Wealth and Pension Fund Forum, has launched a new report geared toward global asset owners, investment consultants, and sovereign leaders convening at the World Economic Forum’s Annual Meeting 2026, which is taking place from Jan. 19 to Jan. 23 in Davos, Switzerland.
J.P. Morgan highlights opportunities for investors in private markets amid the AI boom by Released | Dec 23, 2025 J.P. Morgan Asset Management has released its eighth annual Global Alternatives Outlook, providing a 12- to 18-month outlook across key alternative asset classes, equipping investors to make tailored portfolio decisions.
U.S. unemployment rises in November, with implications for investors by Andrea Zander | Dec 16, 2025 The latest employment report from the U.S. Bureau of Labor Statistics revealed signs of meaningful weakness in the labor market, with the unemployment rate climbing to 4.6 percent, the highest level since September 2021.
Fed cuts rates by 25bps at December 2025 meeting by Andrea Zander | Dec 10, 2025 The Federal Reserve concluded its December 2025 meeting with the Federal Open Market Committee voting to cut interest rates by 25 basis points — a decision with implications for real assets investors.
BlackRock: Structural forces to expand infrastructure universe in 2026 by Andrea Zander | Dec 8, 2025 In 2026, private markets are forecasted to reshape infrastructure development, business financing and portfolio diversification, according to BlackRock’s recent 2026 outlook.
Federated Hermes outlines 2026 outlook for real estate debt and infrastructure by Andrea Zander | Dec 3, 2025 Federated Hermes’ 2026 private markets outlook highlights continued shifts across real estate debt and infrastructure as cyclical and structural forces reshape investment conditions.
Global value of infrastructure funds hits a record $1.35t with further growth on the horizon by Released | Dec 2, 2025 Assets in infrastructure funds have surged to a record high of $1.35 trillion, according to a new analysis from Ocorian, a company specializing in asset servicing for private markets and corporate and fiduciary administration.
Private markets to account for more than half of global asset management industry by 2030 by Released | Dec 1, 2025 Private market revenues are set to reach $432.2 billion and account for more than half of the total global asset management industry’s revenues by 2030, as technology fuels individual investor demand for digital assets and tokenized products, according to PwC’s 2025 Global Asset & Wealth Management Report.
JLL forecasts construction market evolution as policy shifts define 2026 by Released | Nov 21, 2025 JLL Project and Development Services (PDS) has released its 2026 U.S. Construction Perspective, revealing how policy-driven market dynamics are creating distinct regional opportunities and competitive advantages across the construction landscape.
U.S. private market fund managers see huge growth in assets under management by Released | Nov 10, 2025 New analysis from Ocorian, a firm in asset servicing for private markets and corporate and fiduciary administration, reveals that U.S. based private market funds currently hold around $7.26 trillion in assets under management.
Infrastructure holds strong during political and economic uncertainty by Elise Mackanych | Nov 5, 2025 Infrastructure asset under management growth (AUM) has outpaced most private market peers, according to Campbell Lutyens’ Infrastructure Market Report.
How institutional investors can modernize workflows to drive better results by Robin Barone | Oct 30, 2025 Institutional investors are responsible for managing large pools of capital on behalf of beneficiaries who rely on them for long-term financial security. The challenge is that markets move faster than ever, data volume keeps growing, and stakeholders expect real-time reporting.
U.S. pension systems remain fragile in 2025 by Released | Oct 23, 2025 The funded status of U.S. public retirement systems has continued improving as of Sept. 30, thanks both to strong financial market performance and record-high contribution rates from state and local governments, according to Equable’s latest State of Pensions 2025 research brief.
Data center market defies early 2025 turbulence by Released | Oct 20, 2025 Despite questions in early 2025 about sustained artificial intelligence (AI) demand and warnings of potential market corrections, North America’s data center sector has emerged stronger than ever to finish out the year.
