Sector Investment 3 Days

Last updated: July 20, 2026, 8:30 AM ET

Infrastructure Funds Draw Billions

Infrastructure investors are seeing significant capital inflows, with EQT securing $9.4bn for an AI-focused fund. Global Infrastructure Partners is also experiencing a record-busy year, while IFM Investors is aiming for a $2bn target for its value-add fund as reported in Infrastructure Investor. Separately, ECP is for its ECP VI fund after revising its hard-cap upwards from an initial $7.5bn to $7.8bn, having already raised $7bn.

Shifting Investment Strategies

As global trade patterns evolve and industrial policy re-emerges, investors are being advised to reconsider their strategic asset allocation. Shifts equity-bond from negative to positive in this changed world necessitate new approaches. Meanwhile