Sector Investment 3 Days

Last updated: July 25, 2026, 2:30 AM ET

Healthcare M&A and Private Equity Activity

The provider services mergers and acquisitions market is showing signs of life, approaching 50% of its peak deal volume, though still below historical norms. TELEO Capital has announced an acquisition in the healthcare and life sciences space with its purchase of Smart Factory Rx, signaling continued private equity interest.

Infrastructure Fundraise and Strategic Investments

Partners Group successfully concluded its debut infrastructure secondaries fundraising, amassing $5.5 billion through a $1.7 billion fund and $3.8 billion in bespoke mandates. Meanwhile, Singapore's sovereign wealth fund, Temasek, plans a significant increase in its artificial intelligence exposure and aims to boost its core-plus infrastructure holdings from 1% to 5% by 2031. BNPP AM Alts’ Prime platform is increasingly focused on value creation and secondaries within infrastructure, favoring broad relationships with managers. The Indonesia Investment continues to heavily skew its portfolio towards infrastructure, leveraging local expertise across sectors like toll roads and data centers.

Hydrogen Sector Faces Reality Check

The hydrogen sector has failed to meet market expectations, facing a difficult path toward becoming a viable investable asset class. In a related development, the sunsetting of renewable energy tax credits in the U.S. has coincided with a shift in sentiment, with many market participants welcoming their expiration.