Sector Investment 3 Days

Last updated: July 31, 2026, 2:30 AM ET

Infrastructure Fundraising Accelerates Amidst AI Boom

EQT has successfully raised $9.4bn for its new AI Infrastructure Fund, a testament to the strong investor appetite for data center platforms like Edge Conne X. This rapid fundraising, completed in just three months, highlights the "pulling power of marquee platforms" in the current market. Meanwhile, Keppel is reportedly "very close" to closing its Data Centre Fund III at approximately $2bn, signaling continued momentum in the sector. Despite these successes, a recent report indicates that US investors are still displaying a home bias, with most commitments in H1 2026 directed towards North America-focused funds, suggesting an ongoing underallocation to infrastructure globally. The outlook for US solar and wind projects remains positive, even as tax credits sunset, indicating underlying sector resilience.

Healthcare & Life Sciences Sees Active Deal-Making

The healthcare and life sciences sector has witnessed significant private equity activity. Peak Rock has acquired Asembia through an affiliate, marking a notable transaction in the healthcare services space. In a similar vein, Martis Capital has acquired a majority stake in Deerfield Group, a healthcare marketing, communications, and media agency. These deals underscore continued investor interest in specialized segments within the healthcare and life sciences industry.