Sector Investment 3 Days

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

Infrastructure and AI Drive Investment

Partners Group $5.5bn in its first infrastructure secondaries fundraising, including $1.7bn for a dedicated fund and $3.8bn in bespoke mandates. Singapore's Temasek plans a significant increase in its artificial intelligence-related investments and aims to boost its core-plus infrastructure exposure from 1% to 5% by 2031. Paribas Asset is seeking infrastructure managers with broad relationships and a focus on value creation and secondaries. The Indonesia Investment Authority also maintains a portfolio heavily weighted towards infrastructure, with local experience in sectors like toll roads and data centers.

Sector Trends and Policy Shifts

The market is grappling with the reality of AI-driven data center power demand, with some arguing that the question itself is misplaced as noted by Clarke Energy. Meanwhile, the recent sunsetting of US renewable energy tax credits from market participants. TELEO Capital has announced its acquisition of Smart Factory Rx, signaling activity within the healthcare and life sciences private equity space.