Sector Investment 24-Hour Briefing

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

Infrastructure Funds Attract Strong Capital Inflows

Partners Group closed its inaugural infrastructure secondaries fund with a substantial $5.5bn. This total includes $1.7bn for a dedicated fund, which surpassed its $750m target, and an additional $3.8bn secured through customized mandates.

Sovereign Wealth Funds Realign Investment Strategies

Temasek Holdings intends to considerably boost its investments in artificial intelligence and aims to increase its allocation to core-plus infrastructure assets to 5% by 2031, up from the current 1%. Meanwhile, the sunsetting of U.S. renewable energy tax credits this year has met with approval from many market participants suggesting a shift in sector preference.