Sector Investment 24-Hour Briefing
×Last updated: October 7, 2026, 2:02 PM ET
Private Markets
Infrastructure fundraising is showing signs of life after a sluggish year, with Q3 fundraising capturing over $45bn of the roughly $100bn raised in the first nine months of 2024. The surge suggests LPs are selectively returning to the asset class despite an otherwise unremarkable year.
Clean Energy
The low-carbon investment cycle is turning, as US clean energy presses ahead following a difficult 18 months for investors. Policy tailwinds and improving project economics are drawing fresh capital back into the sector.
Healthcare Deals
In healthcare PE, Thurston Group has acquired Pixel Health, adding a digital health platform to its portfolio. The transaction underscores continued middle-market appetite for tech-enabled care delivery businesses.
Key Personnel
With most committed capital already deployed, sponsors and LPs are sharpening their focus on key personnel when tailoring CVs for new infrastructure mandates. Deal teams are increasingly scrutinizing operator track records as competition for remaining dry powder intensifies.