HeadlinesBriefing favicon HeadlinesBriefing

Sector Investment 3 Days

×
8 articles summarized · Last updated: LATEST

Last updated: May 21, 2026, 11:42 AM ET

Real Estate & Private Markets

Australian superannuation funds rediscovered real estate value as CSC's Glenn Riley declared "the market has turned," prompting increased allocations. This sentiment aligns with CBRE IM's finding that global secondaries volume grew last year, with platform-level liquidity structures becoming mainstream. Canadian pension giant CPP Investments tested a European co-investment by acquiring a minority stake in Blackstone's Proudreed logistics platform, exploring "creative ways" to access continental assets. Investors are simultaneously chasing specialty sectors, with self-storage and purpose-built student accommodation drawing capital as operators consolidate positions. However, performance concerns mounted as lagging real estate funds face heightened scrutiny over metrics and market sentiment.

Healthcare & Life Sciences

Private equity activity in healthcare continued with Eir Partners acquiring QuartzBio, gaining a controlling interest in the Maryland-based life science technology platform. The company, founded in 2012, provides advanced analytics for biopharmaceutical development, serving a global client base. The deal underscores ongoing dealmaking in healthcare analytics assets despite broader market volatility, as firms seek to invest in technology-enabled service providers with recession-resistant demand profiles.

Energy & Infrastructure

In infrastructure, Actis deepened its India renewables bet on the back of the country's massive energy security-driven capacity expansion, with managing director Abhishek Bansal citing increased conviction. Conversely, the US renewables sector presents a stark contrast, where investors now find it tough to value pipelines, struggling to ascribe worth to early-stage projects amid shifting offtake structures and regulatory uncertainty. This divergence highlights a geographic split in deployment opportunities, with developed market assets facing valuation headwinds while emerging economy platforms attract committed capital.