Sector Investment 3 Days

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

Infrastructure Funds Garner Billions Amid Shifting Sector Views

Partners Group closed its debut infrastructure secondaries fundraising with $5.5bn, including $1.7bn for a dedicated fund that surpassed its $750m target. Temasek, the Singaporean sovereign wealth fund, plans to significantly increase its artificial intelligence exposure and lift its core-plus infrastructure allocation to 5% by 2031. Meanwhile, the is seen by some market participants as a catalyst for broader consensus.

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

The hydrogen sector is confronting a challenging path to becoming an investable asset class, falling short of prior market expectations. In contrast, the is showing signs of renewed momentum, with deal volume approaching 50% of its peak, according to J. Kyle Brown, though still below historical averages.