PAT Cast #34: 2026 mid-year report Part 1: Acceleration of the investment boom in a higher inflationary environment

The Iran war. The rise of AI. And a world seeking answers to the housing crisis, energy security and defence spending. The first half of 2026 has been eventful, but how has the world of real assets fared? And what’s the view looking like for the rest of the year?In PAT Cast #34 (the first of two half-year review PAT Cast episodes), PATRIZIA's Head of Investment Strategy Radu Mircea and Managing Director - Infrastructure Tom Maher take stock of the real assets investment environment, sharing their key takeaways and forecasting what the rest of the year has in store, with host Andrew Belt.For more insights from PATRIZIA, visit https://www.patrizia.ag/en/real-insightsFor the latest updates from PATRIZIA, follow us on LinkedIn: https://de.linkedin.com/company/patrizia-se