Sector Investment 24-Hour Briefing

Last updated: July 23, 2026, 11:30 AM ET

Infrastructure and AI Funds Draw Capital

Partners Group closed its inaugural infrastructure secondaries fundraising with $5.5 billion secured, comprising $1.7 billion for a dedicated fund and $3.8 billion in bespoke mandates. Separately, Temasek plans to significantly boost its artificial intelligence investments and aims to increase its core-plus infrastructure holdings to 5% by 2031 from the current 1%.

Renewable Tax Credits Phase Out

sunsetting US this year, coinciding with Independence Day, has left many market participants content, signaling a potential shift in the sector's funding landscape.