Sector Investment 8 Hours

Last updated: July 8, 2026, 11:30 PM ET

Infrastructure Sees Divergence

Mid-market infrastructure assets over the past year, according to new analysis. However, the dispersion in performance between the top and bottom large-cap managers narrowed, suggesting a more uniform, though still varied, outcome for bigger funds.

Separately, the data centre sector that S&P warns could pose challenges. Despite these shifts, the underlying demand for data capacity continues to support positive credit trends for the segment.