Sector Investment 3 Days

Last updated: July 24, 2026, 5:30 PM ET

Infrastructure Sector Sees Mixed Signals

Infrastructure fundraising is showing robust activity, with its debut infrastructure secondaries effort, amassing $5.5 billion. This capital includes $1.7 billion for a dedicated fund that surpassed its $750 million target. Separately, sovereign wealth fund its artificial intelligence exposure, while also aiming to boost its core-plus infrastructure holdings from 1% to 5% by 2031. Despite some enthusiasm for infrastructure, the hydrogen sector, struggling to meet market expectations and achieve investable asset class status. BNP Paribas Asset Management's prime platform is also increasingly focused on value creation and secondaries within infrastructure, favoring broad manager relationships as noted by infra head Jean-Pascal Asseman.

Healthcare M&A Shows Signs of Life

The provider services M&A market is experiencing a thaw according to J. Kyle Brown. While this figure remains below historical norms, there is a tangible building of momentum in the sector. In a concrete example its acquisition of Smart Factory Rx, signaling ongoing activity within healthcare and life sciences private equity. Meanwhile, the sunsetting of renewable energy tax credits in the U.S. has generated mixed reactions, with some market participants expressing satisfaction as the year's Independence Day coincided with their expiration. The Indonesia Investment Authority, meanwhile, maintains a portfolio heavily weighted towards infrastructure, leveraging its local expertise in areas like toll roads and data centers.