Sector Investment 3h Briefing

Last updated: March 16, 2026, 9:30 AM ET

Infrastructure & Utilities Investment

Private equity activity shows a focus on essential services, with EQT wading into UK water assets as part of its infrastructure mandate. Concurrently, the thesis that building out digital infrastructure will ultimately yield consumer benefits is gaining traction, as data centres are being positioned as the road to lower electricity prices. This follows the successful close of Enterprise Capital Partners VI reaching $3.7 billion, signaling continued investor appetite for large-scale, long-duration assets.