Sector Investment 3 Days

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

Infrastructure Sees Mixed Fortunes

Partners Group closed its inaugural infrastructure secondaries fund with $5.5 billion, surpassing its fundraising target. The capital includes $1.7 billion for a dedicated fund and $3.8 billion for custom mandates. Meanwhile, Singaporean sovereign wealth fund Temasek plans to significantly boost its artificial intelligence investments and increase its core-plus infrastructure allocation to 5% by 2031. However, the hydrogen sector, struggling to meet market expectations and find its footing as an investable asset class. The sunsetting of U.S. renewable energy tax credits with relief by some market participants.

Healthcare M&A Shows Signs of Life

The provider services M&A market is nearing 50% of its peak deal volume. While still below historical averages, industry observers like J. Kyle Brown perceive a tangible increase in momentum.