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5 articles summarized · Last updated: LATEST

Last updated: July 29, 2026, 8:30 PM ET

Infrastructure Funds Attract Significant Capital

EQT's new AI Infrastructure Fund surpassed expectations, raising $9.4 billion in just three months, highlighting the appeal of established platforms for specialized investments. Meanwhile, Japan's Government Pension Investment Fund by nearly $2.5 billion in fiscal year 2025, though it seeks domestic managers as only 4% of its current infrastructure portfolio is home-based. Despite concerns about expiring tax credits, the outlook for US solar and wind projects remains positive.

Private Equity Activity and Investor Trends

In the healthcare sector, Martis Capital in the Deerfield Group, a healthcare marketing communications and media agency. Broader investor trends indicate a persistent underallocation to infrastructure, with US investors demonstrating a notable home bias in the first half of 2026, directing most commitments to North America-focused funds.