Sector Investment 24-Hour Briefing

Last updated: October 6, 2026, 2:02 PM ET

Infrastructure Funds

Meridiam has raised $4.5bn for a multi-asset continuation vehicle, the North America Core Fund, marking a significant secondary transaction in the infrastructure space. Meanwhile, a rise in special purpose vehicles is giving LPs greater control over deal selection, with CSC’s Thomas noting that investors are “way more in the driver’s seat” than in prior years.

Manager Performance

In manager selection, investors are weighing whether the ceiling or the floor matters more, as mid-cap funds offer higher upside but come with increased volatility compared to larger-cap strategies. A new report from Infrastructure Investor profiles 42 women across the alternative assets ecosystem, highlighting their influence in driving deal flow and fund performance.