Sector Investment 24-Hour Briefing
×Last updated: September 30, 2026, 10:05 PM ET
Private Markets
Infrastructure Investor extended the deadline for its 2026 Rising Stars nominations, giving investors more time to recognize emerging leaders in the sector. Meanwhile, SaaS in healthcare remains resilient despite AI disruption, with Noah Lewis arguing that cloud-based platforms are evolving rather than being replaced. High IRRs are driving LPs toward infrastructure secondaries and co-investments, as investors seek shorter hold periods and enhanced liquidity in a competitive market. These trends reflect growing appetite for specialized, yield-focused strategies across private assets.