Sector Investment 24-Hour Briefing
×Infrastructure Investment
EV charging infrastructure investments face adaptation amid global roll-out challenges. Transport sector demonstrates resilience despite pandemic volatility and supply chain disruptions.
Freight rail sees technology-driven upgrades as digitization and electrification impact the traditional business model. Port investors reassess opportunities amid reconfiguration of global trade despite deglobalization signs.
Aviation assets have become investor favorites post-pandemic. A collective of 18 Canadian pensions and Australian super funds advocate for policy reform to stimulate infrastructure deployment.
Data centre platform at North fetched $4bn for Partners Group, delivering a 2.5x MOIC. CapMan prepares to launch a €750m third Nordic infra fund, nearly 90% larger than its previous €400m vehicle.
Healthcare Investment
Seven Hills Capital closed its second fund at $235 million hard cap with Mc Guire Woods providing legal counsel.
Real Estate Investment
PERE Awards 2025 highlight achievements in private real estate equity after an overhaul. European real estate debt markets see transformation through back leverage structures once considered too risky.