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

AI and Infrastructure Funds Draw Big Capital

EQT's AI secured $9.4 billion, signaling robust investor appetite for technology-driven strategies. The fundraising success comes as infrastructure investors navigate a dynamic market, with Global Infrastructure Partners (GIP) reporting its busiest year on record. IFM Investors, meanwhile, is targeting $2 billion for its value-add fund, underscoring continued interest in infrastructure assets.

Shifting Investment Landscapes

Strategic asset is undergoing a significant reevaluation as global trade patterns shift and industrial policy re-emerges. Investors are also contending with a changing equity-bond correlation, moving from negative to positive. In parallel, the integration of artificial intelligence is profoundly reshaping sectors such as healthcare and law, influencing investment approaches and leadership in these fields.