Sector Investment 3 Days

Last updated: July 24, 2026, 2:30 PM ET

Infrastructure and Healthcare M&A Show Signs of Life

The provider services M&A market is, though still operating at roughly 50% of peak deal volume. In a separate development within the healthcare sector, TELEO Capital Management announced an acquisition. Meanwhile, the infrastructure space saw Partners Group with a substantial $5.5bn raised, comprising $1.7bn for a dedicated fund and $3.8bn in bespoke mandates.

Strategic Shifts in Infrastructure Investment

Sovereign wealth fund Temasek plans to boost its exposure to artificial intelligence and aims to increase its allocation to core-plus infrastructure from 1% to 5% by 2031. The Indonesia Investment Authority, heavily invested in infrastructure, is actively seeking investors for its "Indonesian nexus." BNP Paribas Asset Management Alternatives' Prime platform is also focusing on infrastructure managers, emphasizing broad relationships, value creation, and secondaries.

Hydrogen and Renewables Face Market Realities

The hydrogen sector has failed to meet market expectations and faces a difficult path toward becoming a truly investable asset class. Concurrently, the sunsetting of US renewable energy tax credits this year has left many in the market expressing satisfaction with their departure.