Sector Investment 3 Days

Last updated: July 24, 2026, 11:30 PM ET

Infrastructure Funds Draw Capital Amid Sector Reassessment

Partners Group has closed its inaugural infrastructure secondaries fundraising effort, securing $5.5 billion. This total includes $1.7 billion for a dedicated fund that surpassed its $750 million target, alongside $3.8 billion in bespoke mandates. Separately, Temasek, the Singaporean sovereign wealth fund, plans a substantial increase in its artificial intelligence exposure. The S$518 billion fund also aims to grow its allocation to core-plus infrastructure from 1% to 5% by 2031. Paribas Asset Alternatives' Prime platform is seeking broad relationships with infrastructure managers, with a growing emphasis on value creation and secondaries. The Indonesia Investment Authority, meanwhile, leverages its local expertise in sectors like toll roads and data centers to attract investors to its infrastructure-heavy portfolio.

Provider Services M&A Shows Signs of Life, Hydrogen Faces Hurdles

The provider services M&A market is experiencing a thaw, with deal volume approaching 50% of its peak, though still below historical norms, according to. Despite this momentum, the hydrogen sector is confronting a "hard reality check," struggling to meet market expectations and establish itself as a viable asset class. In healthcare has announced the acquisition of Smart Factory Rx. The sunsetting of renewable energy tax credits in the US this year has drawn mixed reactions, with some market participants welcoming the change.