Sector Investment 3 Days

Last updated: June 28, 2026, 11:30 PM ET

Infrastructure Investment

The infrastructure sector is witnessing a significant fundraising surge, with total capital raised approaching $1.2 trillion fundraising comeback. This robust activity is led by established general partners outlining ambitious plans to capitalize on a projected $7 trillion artificial intelligence capital expenditure supercycle AI capex supercycle. Among the active players, the Japan Science and Technology Agency is beginning to invest in infrastructure secondaries, seeking to diversify its portfolio despite personnel shortages invest infra secondaries. Meanwhile, emerging manager Tallvine is nearing its $1.5 billion target for its debut mid-market fund, a venture launched in 2024 after a spin-out from I Squared Capital nears $1.5bn target. Allianz Global Investors is also increasing its focus on the mid-market, seeking specific attributes from infrastructure fund managers beyond just flagship offerings what AllianzGI wants.

Private Equity & Real Estate

In the private equity and real estate markets, TPG Angelo Gordon has adopted a top-down strategy for its Realty Value Fund XII, targeting $3 billion with defined sector allocations. This marks the first launch in the global series since Angelo Gordon's acquisition by TPG in 2023 latest flagship fund. In a notable healthcare deal, WestView Capital Partners has completed a strategic minority investment in Helio Health Group, signaling continued activity in the healthcare and life sciences private equity space.