Sector Investment 3 Days

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

Infrastructure Fundraising Surges Amidst AI Demand and Strategic Shifts

Infrastructure managers are attracting significant capital, with Partners Group raising $15bn for its fourth direct infrastructure program, a substantial increase from its prior fund. This total is reportedly divided almost equally between its commingled fund and separate accounts. Elsewhere, EQT secured $9.4bn for an AI-focused fund, highlighting the growing investor appetite for technology-driven infrastructure. The Indonesia Investment Authority (INA) continues to leverage its deep local expertise, particularly in sectors like toll roads and data centers, to attract investors to its infrastructure portfolio. Jean-Pascal Asseman, head of Prime at BNPP AM Alts, indicated a preference for broad relationships with infrastructure managers, emphasizing a growing focus on value creation and secondary market opportunities within the sector.

Healthcare Sector Sees Private Equity Activity and AI Integration

In the healthcare and life sciences space, private equity firm TELEO Capital Management announced the acquisition of Smart Factory Rx, signaling continued deal-making in the sector. The broader impact of artificial intelligence is also a significant theme, with discussions exploring how AI is reshaping industries such as healthcare, law, and leadership, as highlighted by Amber Walsh, Partner at McGuire Woods on a recent podcast. Meanwhile, the infrastructure sector is grappling with the real-world implications of AI demand, with experts like Alex Marshall of Clarke Energy arguing that the focus should be on the tangible power requirements rather than just the abstract concept of AI's influence. Strategic asset allocation is also under review, with Worthwhile Capital Partners suggesting investors re-evaluate their approach amidst changing trade patterns and shifting equity-bond correlations in a transformed global landscape.