Sector Investment 24-Hour Briefing

Last updated: October 12, 2026, 10:40 PM ET

Fundraising & Deal Flow

Private markets fundraising slowed sharply, with Q3 closings totaling just $30.74bn, the weakest quarterly volume since 2013. CIP secured an anchor close for its latest fund, while ECP benefited from a valuation tailwind.

Data Centres

Infrastructure investors are reassessing AI-driven data centre growth as power constraints and political backlash curtail expansion, raising questions about the sector's near-term returns.