Sector Investment 3 Days

Last updated: July 10, 2026, 11:30 AM ET

Infrastructure Sector Sees Capital Flows and Strategic Shifts

Infrastructure continues to attract significant capital, with M&G's infrastructure chief Anish Majmudar emphasizing diversification in its £4bn portfolio and eyeing more secondary deals. Australian superfund Rest is also set to, according to its head of private markets Marina Pasika, who cited the asset class’s alignment with long-term investment goals and benefits for its young member base. Mid-market infrastructure assets, though performance dispersion is narrower among large-cap managers. Sumitomo Mitsui Trust Bank will in two of Morrison’s funds as part of a broader partnership that includes a $1.5bn capital-raising agreement. Quinbrook has reached a £587m final close for its second UK renewables fund, achieving a 74% re-up rate from its predecessor. HMC Capital has called Illuma Energy, following a pivot from its initial A$2bn fundraise plans. Meanwhile, data centres face evolving contractual structures but maintain positive creditworthiness due to growing demand, according to S&P warnings.

Real Estate Managers Adapt to Market Dynamics

Real estate investment strategies are undergoing adjustments. NBIM has outsourced the management of its London and Paris office holdings to Stanhope, seeking sector specialists to boost returns. The Norwegian sovereign wealth fund is also with a $500m commitment to a venture with Asana Partners, following a recent investment in ECHO Realty. Ohio Teachers is repositioning its portfolio to focus on income-producing assets, planning to sell office properties and limit REIT exposure while prioritizing industrial and retail sectors. Henderson Park has for its US team, which has nearly doubled in size since 2024, signaling expansion. In Asia, Link, Hong Kong’s largest listed REIT, has appointed European property veteran George Hong as its incoming CEO, a move that makes sense for the firm despite his unfamiliarity with the region. Australia’s Rest is also as part of its private markets ramp-up, avoiding rigid asset class bucketing. Japan’s GPIF has made significant leadership changes in its real estate and private markets divisions according to Blueprint.

Healthcare Sector Focuses on Compliance and Investment

The healthcare sector is seeing increased attention on compliance as a critical deal asset. Wiks Moffat, founder and CEO of Calyx Compliance, notes compliance is no longer a fire drill to be ignored. In private equity, Cleargate Capital Partners has, an expansion of its healthcare investments.