Sector Investment 8-Hour Briefing

Last updated: October 7, 2026, 2:02 PM ET

Private Markets

Infrastructure fundraising is showing resilience despite a sluggish year, with Q3 delivering over $45bn of the roughly $100bn raised in the first nine months. Meanwhile, US clean energy investment is powering ahead after a difficult 18 months for low-carbon investors, as capital rotation accelerates into the sector.

Healthcare Deals

Thurston Group has acquired Pixel Health, adding to a busy stretch for healthcare-focused private equity. The deal underscores continued appetite for tech-enabled health services assets.

LP Considerations

With most infrastructure capital already deployed, sponsors and LPs are increasingly scrutinizing key personnel when tailoring CVs for specific asset classes — a sign that human capital due diligence is becoming as critical as financial underwriting in a competitive fundraising environment.