Sector Investment 24 Hours

Last updated: July 23, 2026, 2:30 AM ET

Infrastructure and AI See Growing Investor Interest

Sovereign wealth fund its artificial intelligence exposure and increase its stake in core-plus infrastructure to 5% by 2031, according to a report from Infrastructure Investor. Meanwhile, the Indonesia Investment Authority maintains a portfolio heavily weighted toward infrastructure, with local expertise spanning toll roads and data centers as it seeks to attract investors. BNP Paribas Asset Management’s alternatives unit is also focusing on value creation and secondaries within infrastructure, preferring broad partnerships with managers according to its head of infrastructure.

Sector Dynamics Shift Amid Policy Changes

The sunsetting of renewable energy tax credits in the U.S. this year has been met with satisfaction in many market circles as Independence Day coincided with their expiration. In the healthcare sector, TELEO Capital Management has announced the acquisition of Smart Factory Rx, a deal that highlights ongoing private equity activity in the life sciences space.