Sector Investment 3 Days

Last updated: July 23, 2026, 5:30 AM ET

Infrastructure Fundraising and Strategy

Partners Group, securing a total of $5.5 billion. This capital includes $1.7 billion for a dedicated fund, which surpassed its initial target, and an additional $3.8 billion raised through bespoke mandates. Elsewhere, the Indonesia Investment Authority continues to leverage its infrastructure portfolio, which is heavily weighted towards the sector and benefits from local expertise across areas like toll roads and data centers. BNP Paribas Asset Management Alternatives' Prime platform is increasingly focused on value creation and secondaries, favoring broad relationships with infrastructure managers.

Temasek and EQT Focus on AI and Infrastructure

Singaporean sovereign wealth fund Temasek plans a significant increase in its exposure to artificial intelligence. The S$518 billion fund also aims to grow its stake in core-plus infrastructure from 1% to 5% by 2031. In related news, EQT has raised $9.4 billion for its AI fund, marking a substantial capital inflow for the sector.

AI's Growing Influence and Market Debates

The market is grappling with the real-world impact of artificial intelligence. A key debate centers on whether AI demand is truly robust, with experts like Alex Marshall from Clarke Energy suggesting this is the wrong question to ask regarding data center power consumption as demand is already a reality. AI's transformative potential is also being discussed in the context of healthcare and legal sectors, with insights from McGuire Woods partner Amber Walsh highlighting its reshaping influence on various industries. Meanwhile, the sunsetting of renewable energy tax credits in the U.S. this year has brought mixed reactions, with some in the market expressing satisfaction with their expiration.