Sector Investment 3 Days

Last updated: July 24, 2026, 8:30 PM ET

Infrastructure and Healthcare M&A Show Signs of Life

Partners Group successfully closed its initial infrastructure secondaries fundraising effort, amassing $5.5 billion. This total includes $1.7 billion for a dedicated fund that surpassed its $750 million target, alongside $3.8 billion secured through customized mandates. Meanwhile, in the provider services sector, M&A activity is approaching about half of its peak deal volume, with observing tangible momentum building despite remaining below historical norms. Paribas Asset alternative investment arm is seeking broader relationships with infrastructure managers, placing increasing emphasis on value creation and secondary transactions. The Indonesia Investment continues to heavily favor infrastructure within its portfolio, leveraging its domestic expertise across various sectors like toll roads and data centers.

Shifting Investment Horizons in Tech and Energy

Temasek, the Singaporean sovereign wealth fund, is planning a substantial increase in its exposure to artificial intelligence. Concurrently, the fund intends to grow its stake in core-plus infrastructure from 1% to 5% by 2031. The hydrogen sector, however, faces a difficult reality, having failed to meet market expectations and confronting a challenging path toward becoming a viable investment class. In another development, the conclusion of renewable energy tax credits in the U.S. has coincided with the sunsetting of these incentives, a move welcomed by many market participants. Separately, TELEO Capital has announced its acquisition of Smart Factory Rx, signaling activity within the healthcare and life sciences private equity space.