Sector Investment 24 Hours

Last updated: June 28, 2026, 11:30 PM ET

Infrastructure Fundraising & Strategy

The infrastructure sector is experiencing a significant fundraising resurgence, with total capital raised nearing a potential $1.2 trillion, though questions remain about which large managers will capture the bulk of this capital. Amid this boom, first-time manager Tallvine is reportedly close to its debut fund target of $1.5 billion, having spun out from I Squared Capital in 2024. German asset manager Allianz Global Investors is also actively seeking opportunities, signaling an increased focus on the mid-market and seeking partnerships with infrastructure general partners (GPs) beyond just flagship funds as it works with managers.

The Japanese Science and Technology Agency (JST) is also expanding its infrastructure portfolio by beginning to invest in the secondaries market, according to senior manager Keigo Yumino, who stated the university endowment's infrastructure holdings are "fully diversified" but acknowledged challenges with personnel shortages in direct investments JST begins to invest. Meanwhile, the largest infrastructure GPs are outlining their strategic visions for the coming AI capital expenditure supercycle, which they anticipate will reach $7 trillion AI capex supercycle.