Sector Investment 24 Hours

Last updated: July 22, 2026, 8:30 PM ET

Infrastructure and AI Investments Advance

Singapore's sovereign wealth fund, Temasek, plans to significantly increase its exposure to artificial intelligence-related investments, aiming to expand its footprint in this burgeoning sector. Concurrently, the fund intends to lift its allocation to core-plus infrastructure from 1% to 5% by 2031, signaling a strategic shift towards tangible assets. Elsewhere, the Indonesia Investment Authority continues to leverage its deep local expertise in infrastructure, with a portfolio heavily weighted towards toll roads and data centers, a strategy it calls the "Indonesian nexus." Paribas Asset platform is also prioritizing infrastructure, focusing on value creation and the secondary market, according to its head of infrastructure, Jean-Pascal Asseman.

Shifting Dynamics in Renewable Energy and Healthcare

The recent sunsetting of renewable energy tax credits in the US has coincided with a notable shift in market sentiment, with many participants expressing satisfaction with their expiration. Meanwhile, in the healthcare sector has announced its acquisition of Smart Factory Rx, indicating ongoing consolidation and investment activity within the life sciences private equity space.