Sector Investment 24-Hour Briefing
×Last updated: July 23, 2026, 5:30 PM ET
Infrastructure and AI Investments
Partners Group has successfully closed its inaugural infrastructure secondaries fundraising, securing $5.5bn. This total includes $1.7bn for a dedicated fund, which surpassed its $750m target, and an additional $3.8bn raised through bespoke mandates. Elsewhere, Temasek, the S$518bn sovereign wealth fund, signaled its intention to significantly increase its exposure to artificial intelligence-related investments. The fund also plans to grow its stake in core-plus infrastructure from 1% to 5% by 2031.
Shifting Renewable Energy Landscape
The US renewable energy sector is facing a new dynamic following the sunsetting of renewable tax credits, coinciding with this year's Independence Day. While traditionally a significant driver for the sector, many market participants are reportedly content with the end of these credits.