Sector Investment 3 Days

Last updated: July 25, 2026, 5:30 AM ET

Infrastructure Investment Sees Mixed Signals

Partners Group has secured $5.5bn in its debut infrastructure secondaries fundraising, with $1.7bn allocated to a flagship fund. The sovereign wealth fund Temasek plans to significantly increase its exposure to artificial intelligence and lift its core-plus infrastructure holdings to 5% by 2031. Meanwhile, the hydrogen sector is facing a reality check, struggling to meet market expectations and establish itself as an investable asset class. The sunsetting of US renewable energy tax credits has also created uncertainty in the sector.

Healthcare M&A Shows Signs of Life

The provider services M&A market is showing signs of recovery, approaching 50% of its peak deal volume, according to J. Kyle Brown. TELEO Capital has announced its acquisition of Smart Factory Rx, signaling continued activity in the healthcare and life sciences private equity space.