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Last updated: July 20, 2026, 11:30 PM ET

AI Investment Surges

EQT secured $9.4bn for its artificial intelligence fund, highlighting a significant surge in capital allocation towards AI technologies. This development comes as AI continues to reshape various sectors, including healthcare and legal services, according to insights from McGuire Woods partner Amber Walsh. The broader investment landscape is also seeing strategic shifts, with to changing trade patterns and evolving equity-bond correlations.

Infrastructure and Asset Allocation

Global Infrastructure Partners (GIP is experiencing its busiest year on record, while IFM Investors has set a $2bn target for its value-add fund. These infrastructure plays underscore a broader trend of strategic asset allocation in a dynamic global economy. The changing nature of industrial policy and a shift in equity-bond correlations are prompting investors to reconsider traditional approaches.