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Sector Investment 3 Days

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9 articles summarized · Last updated: LATEST

Last updated: May 22, 2026, 11:35 AM ET

Private Markets & Secondaries

The secondary market has expanded to roughly $220 billion as GPs and LPs scramble for liquidity in a private markets cycle stuck in a "worse distribution profile" for three and a half years. This trend extends to real estate, where global transaction volume increased last year with larger-scale liquidity structures becoming a growing feature of the market, reflecting investors' need for more flexible exit strategies in challenging conditions.

Real Estate Investment

Canada Pension Plan reported flat returns of 3.7% for fiscal 2026 while committing significant funds to data centers globally and continuing to pare back on retail and office investments. The launch of Blackstone's public REIT targeting hyperscale assets aims to address a looming exit challenge in the red-hot data center sector. Japanese asset manager Sumitomo Mitsui DS plans to adopt more conservative fund selection with diversification as a strong priority, while CSC's Glenn Riley declares "the market has turned" as Australian superfunds find good "relative value" in real estate again, signaling increased deployment in the asset class.

Healthcare & Life Sciences

Eir Partners acquired a controlling interest in Quartz Bio, a life science technology company founded in 2012 and based in Frederick, Maryland, demonstrating continued activity in healthcare private equity despite broader market challenges.

Energy & Infrastructure

India's program to ramp up renewables generation has strengthened Actis's conviction in its Indian strategy as the country navigates energy security concerns, with Actis's Abhishek Bansal highlighting India's approach to addressing energy security through increased renewable capacity.

Specialty Real Estate

Investors are racing to gain exposure to specialty real estate sectors, with experienced operators positioning themselves to benefit, led by Canadian pension giant CPP Investment which is making a last-mile push in targeted niche markets.