Sector Investment 3 Days

Last updated: July 25, 2026, 8:30 AM ET

Infrastructure and Energy Sector Dynamics

Partners Group has successfully concluded its initial infrastructure secondaries fundraising, securing $5.5 billion. This total includes $1.7 billion for a dedicated fund, surpassing its initial $750 million target, and an additional $3.8 billion raised through bespoke mandates. Meanwhile, Temasek, the Singaporean sovereign wealth fund managing S$518 billion, plans a substantial increase in its artificial intelligence exposure and aims to grow its core-plus infrastructure allocation from 1% to 5% by 2031. In contrast, the hydrogen sector is facing a significant reality check, struggling to meet market expectations and navigate a difficult path toward becoming a viable investment class. The sunsetting US this year has left many market participants content, suggesting a shift in the renewable energy landscape.

Healthcare and Private Equity Activity

The services M&A is showing signs of recovery, with deal volume approaching 50% of its peak, though still below historical averages, according to J. Kyle Brown. Despite this, Brown observes genuine momentum building in the sector. In a specific deal within the healthcare and life sciences private equity space has announced its acquisition of Smart Factory Rx.