Sector Investment 3 Days

Last updated: July 29, 2026, 2:30 PM ET

Infrastructure Investment Focuses on Global Hunts

Japan’s Government Pension Investment Fund by nearly $2.5 billion in fiscal year 2025, but has a significant home bias within its portfolio, holding only 4% domestically. The fund is actively seeking a new domestic manager to address this imbalance. Despite this, a broader trend of "underallocation to infrastructure persists" in the first half of 2026, with US investors exhibiting a pronounced home bias in their commitments, primarily directed towards North America-focused funds. Meanwhile, the impending sunsetting of renewable tax credits in the US on July 4, 2026, "does not dim the outlook" for solar and wind investments, suggesting continued investor confidence in the sector.

Private Equity Sees Healthcare Consolidation

In the healthcare sector its acquisition of a majority stake in Deerfield Group, a healthcare marketing communications and media agency. This deal signifies ongoing consolidation and strategic investment within the healthcare and life sciences private equity landscape.