Sector Investment 3 Days

Last updated: July 23, 2026, 11:30 AM ET

Infrastructure and Tech Drive Investment

Partners Group has successfully concluded its initial infrastructure secondaries fundraising, amassing $5.5 billion. This total includes $1.7 billion for a dedicated fund, surpassing its initial $750 million target, and an additional $3.8 billion secured through customized mandates. Meanwhile, Singapore's sovereign wealth fund, Temasek, is planning a substantial increase in its artificial intelligence-related investments. The fund also intends to grow its exposure to core-plus infrastructure from 1% to 5% by 2031.

Shifting Sector Focus

The recent sunsetting of US renewable energy tax credits on Independence Day has generated mixed reactions, with many market participants expressing satisfaction with their expiration this year. In the healthcare sector announced its acquisition of Smart Factory Rx. BNP Paribas Asset Management Alternatives' Prime platform is increasingly prioritizing value creation and secondary investments, according to infra head Jean-Pascal Asseman, favoring broad relationships. The Indonesia Investment Authority, meanwhile, continues to focus its portfolio heavily on infrastructure, leveraging local expertise in areas such as toll roads and data centers to create an 'Indonesian nexus' for investors. The ongoing debate about the reality of AI-driven data center power demand is highlighted, with experts suggesting the focus should shift from questioning the demand to understanding its implications for infrastructure.