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Last updated: July 20, 2026, 8:30 PM ET

AI Investment Surges and Infrastructure Focus

Artificial intelligence is driving significant investment, with for an AI fund that targets growth in sectors like healthcare and law. This surge in AI funding reflects a broader trend of technology reshaping traditional industries, as noted in discussions about AI's impact on healthcare and legal practices. Meanwhile, infrastructure investors are also seeing a busy period, with and IFM setting an ambitious $2bn target for its value-add fund.

Shifting Asset Allocation Strategies

In response to evolving global dynamics, investors are reassessing their strategic asset allocation. Christian Andersson highlight the impact of changing trade patterns, the resurgence of industrial policy, and a shift in equity-bond correlation from negative to positive. These factors necessitate a recalibration of investment strategies to navigate a "changed world".