Sector Investment 3 Days

Last updated: July 31, 2026, 5:30 PM ET

Infrastructure and Data Centers Attract Major Capital

Keppel is nearing the final close of its Data Centre Fund III, a significant development in the infrastructure sector. This fund is expected to reach $2 billion, underscoring the strong investor appetite for digital infrastructure. EQT's AI Fund, focused on data center platform Edge Conne X, has already demonstrated this trend by raising an impressive $9.4 billion in just three months. This rapid fundraising highlights the powerful draw of established platforms in specialized investment areas. The broader infrastructure landscape in Latin America also presents a substantial and potentially underestimated opportunity, driven by structural undersupply, consistent demand, and enhanced financing availability. This contrasts with more mature and saturated markets elsewhere.

Renewable Energy and Healthcare Investments Show Resilience

Despite the sunsetting of certain tax credits, the outlook for U.S. solar and wind power remains positive as the safe harbor period for these credits concludes. This indicates a sustained commitment to renewable energy development even as policy mechanisms evolve. In the healthcare sector, private equity continues to be active, with Peak Rock Capital's affiliate acquiring Asembia. This deal signifies ongoing consolidation and investment within the healthcare and life sciences industries.