Sector Investment 3 Days

Last updated: July 22, 2026, 2:30 AM ET

Infrastructure and AI Funds See Strong Inflows

Partners Group raised $15bn for its fourth direct infrastructure program, a more than 75% increase from its previous fund. The capital was nearly evenly split between a commingled fund and separate accounts. In related news, EQT’s dedicated AI fund surpassed $9.4bn, while Global Infrastructure Partners (GIP) reported a record busy year and IFM Investors targeted $2bn for a value-add fund. The significant capital flows underscore investor confidence in infrastructure and the burgeoning demand driven by artificial intelligence, though debates continue on the sustainability of AI-powered growth, particularly concerning data center power requirements.

Shifting Investment Strategies Amidst Global Changes

The investment landscape is undergoing a significant transformation, prompting strategic reevaluations. As trade patterns shift and industrial policy gains prominence, Worthwhile Capital Partners' Christian Andersson and Martin Sonesson advise investors to adapt to a changing world where equity and bond correlations are moving from negative to positive. This evolving environment also sees artificial intelligence making inroads into diverse sectors, with discussions on its impact on healthcare, law, and leadership, as highlighted by McGuire Woods Partner Amber Walsh.