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Last updated: July 21, 2026, 8:30 AM ET

Infrastructure and AI Funds Attract Major Capital

Partners Group has raised $15 billion for its fourth direct infrastructure program, a 75% increase from its prior fund. The capital is split between a commingled fund and separate accounts. Separately, EQT's AI reached $9.4 billion, while IFM Investors is targeting $2 billion for a value-add fund. The surge in AI demand is fueling significant investment in data center power infrastructure, though the debate continues on the sustainability of AI-driven market growth.

Shifting Investment Strategies amid Global Changes

Investors are reassessing strategic asset allocation as global trade patterns evolve and industrial policy re-emerges. Worthwhile Capital advises investors to adapt to a changing world, noting a shift in equity-bond correlation from negative to positive. Meanwhile, McGuire Woods partner Amber Walsh discussed how artificial intelligence is transforming sectors like healthcare and law, impacting leadership and business practices.