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Last updated: July 21, 2026, 2:30 AM ET

AI and Infrastructure Funds Draw Capital

EQT's new artificial intelligence fund secured $9.4bn in commitments, marking a significant influx of capital into the AI sector. The fundraising success highlights investor appetite for technology-driven strategies. Meanwhile, Global Infrastructure Partners is, indicating strong activity within the infrastructure investment space. IFM Investors, also active in infrastructure, is targeting $2bn for its value-add fund, signaling continued demand for infrastructure assets.

Shifting Investment Strategies Amidst Global Changes

Investors are recalibrating their strategies in response to evolving global dynamics. Christian Andersson and Martin Sonesson of Worthwhile Capital Partners are advising a shift in asset allocation due to altered trade patterns, a resurgence of industrial policy, and a changing correlation between equities and bonds. The integration of artificial intelligence is also across various sectors, including healthcare and legal services, prompting adjustments in how capital is deployed.