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Sector Investment 3 Days

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4 articles summarized · Last updated: LATEST

Last updated: July 30, 2026, 5:30 AM ET

Infrastructure & Energy Sees Robust AI and Renewable Growth

Infrastructure investors have demonstrated a strong appetite for AI-focused ventures, with EQT's new AI Infrastructure Fund raising $9.4bn in just three months, leveraging its Edge Conne X data center platform. Despite the upcoming sunsetting of renewable tax credits in July 2026, the outlook for US solar and wind projects remains positive. However, a persistent underallocation to infrastructure was noted in H1 2026, with US investors exhibiting a home bias towards North America-focused funds.

Healthcare Private Equity Activity Remains Steady

The healthcare sector saw a significant private equity transaction as Martis Capital announced its acquisition of a majority stake in Deerfield Group, a healthcare marketing communications and media agency. This deal highlights continued investor interest in specialized segments within the broader healthcare industry.