Sector Investment 3 Days

Last updated: July 23, 2026, 8:30 PM ET

Infrastructure and Alts Fundraising Surges

Partners Group with a substantial $5.5bn. This total includes $1.7bn for a dedicated fund, which surpassed its initial $750m target, and an additional $3.8bn secured through bespoke mandates. BNP Paribas Asset Management's alternative division, Prime, is also signaling a preference for managers with broad relationships and a growing emphasis on value creation and secondaries within the infrastructure space, according to infra head Jean-Pascal Asseman as reported.

Sovereign Wealth Funds Shift Allocations

Singapore's sovereign wealth fund, Temasek in its exposure to artificial intelligence-related investments. Concurrently, the S$518bn fund aims to expand its allocation to core-plus infrastructure from its current 1% to 5% by 2031. Meanwhile, the Indonesia Investment Authority continues to build its infrastructure-heavy portfolio, leveraging local expertise across sectors like toll roads and data centres to attract investors into the "Indonesian nexus."

Sectoral Trends and Policy Shifts

The debate surrounding the sustainability of AI-driven demand for data centre power continues to evolve, with industry experts emphasizing the need to look beyond simple comparisons to dark fibre. In the United States, the sunsetting of renewable energy tax credits this year has across the political spectrum, with some market participants welcoming the change. In private equity, TELEO Capital Management has acquired Smart Factory Rx, signaling activity within the healthcare and life sciences sector.