Sector Investment 3 Days

Last updated: July 17, 2026, 11:30 AM ET

Infrastructure Funds Attract Capital Amidst Market Shifts

Infrastructure investors are navigating a dynamic landscape, with funds targeting specific sectors like energy transition and mobility. Clifford Capital Asset Management is planning an opportunistic credit fund, with its first vehicle already securing $345 million towards a $600 million target for the Energy Transition Acceleration Finance partnership achieved $345m. Meanwhile, Primevest is eyeing the launch of a €1 billion European mobility fund focused on assets such as EV charging facilities. The infrastructure secondaries market is also gaining traction, with Pantheon noting it's becoming a core allocation for investors. However, geopolitical events like the Iran conflict are presenting challenges, particularly for renewables developers, with potential for significant and prolonged negative impacts potential for things.

Healthcare Sector Sees Private Equity Activity

The healthcare sector continues to draw private equity interest, with a focus on strategic deals and business building. In a recent podcast, Holly Buckley of McGuire Woods discussed current trends in healthcare deal-making and fostering strong businesses within the sector discusses the current. In terms of specific transactions, Incline Equity Partners has announced an investment in West Physics, a company founded in 2002 announced an investment.

Real Estate and Infrastructure Allocations Highlighted

Pension funds are actively reallocating capital across asset classes, seeking higher returns. La Caisse, the Quebec pension fund, has committed $3.3 billion to U.S. real estate since the beginning of 2025 as it reshapes its portfolio committed $3.3bn. Concurrently, the infrastructure sector is seeing a push for performance-based assessments, with Infrastructure Investor preparing to publish a ranking of private infrastructure managers based on the alpha they generate above market returns.