Sector Investment 24 Hours

Last updated: September 17, 2026, 7:27 AM ET

Infrastructure & Private Markets

Continuation vehicles are reshaping infra investing as managers increasingly use GP-led secondaries to hold assets longer, according to the Infrastructure Investor Podcast. The trend reflects growing appetite for stable, yield-generating assets amid elevated rates.

Institutional Allocations

Cbus and Rest told the PEI Investor Council in Melbourne that asset class boundaries are blurring, with the super funds increasingly allocating across traditional infrastructure and private credit lines. The convergence is reshaping how institutional capital defines and benchmarks sector exposure.

Infrastructure Debt

Rothschild has amassed €2bn for its latest infrastructure debt strategy, roughly 80% of its fund target, after more than two years of fundraising. The close signals renewed LP demand for senior infra debt as borrowers refinance.

Healthcare & Life Sciences

JLL Partners has acquired Life Couriers, a healthcare logistics provider, extending private equity's push into temperature-controlled pharmaceutical supply chains. The deal underscores sponsors' focus on logistics assets tied to biopharma distribution.