Sector Investment 24-Hour Briefing

Infrastructure Investment

The S&P 500 fell 1.2% marking its first two-week loss since June. Entrata is working with Goldman Sachs and JPMorgan on an IPO. Rail transport is rolling with technology-driven upgrades despite its old-school roots. Port investors are reassessing relative value amid deglobalisation. Aviation assets have shown resilience since the pandemic, becoming a favorite for investors. Data center platform deals are attracting significant interest, exemplified by Partners Group’s 2.5x multiple on Nordics platform at North. Australian and Canadian pensions are collaborating to advocate for policy reform stimulating infra deployment. Infrastructure is defensive but valuation smoothing downplays risk, according to EIPA’s Tim Whittaker.

Healthcare Investment

Seven Hills Capital closed its second fund at $235 million, backed by Mc Guire Woods LLP.