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5 articles summarized · Last updated: LATEST

Last updated: July 29, 2026, 11:30 PM ET

Infrastructure and AI Attract Major Capital

Institutional investors continue to demonstrate strong interest in infrastructure, with Japan’s Government Pension Investment Fund to its portfolio in fiscal year 2025. Despite this, US investors showed a marked home bias in the first half of 2026, with most commitments directed to North America-focused funds, suggesting an to the sector globally. Separately, EQT’s new AI Infrastructure Fund, anchored by data center platform Edge Conne X, raising $9.4bn in just three months, highlighting the significant pulling power of marquee platforms in emerging tech infrastructure.

Renewable Energy Outlook Remains Strong Amid Policy Shifts

Despite the impending sunsetting of certain tax credits, the outlook for US solar and wind energy projects remains positive. The closure of the safe harbor period for renewable tax credits, scheduled for July 4, 2026, has not dimmed investor confidence in these sectors. Meanwhile, in the healthcare and life sciences private equity space, Martis Capital announced the acquisition of a majority stake in Deerfield Group, a healthcare marketing communications and media agency.