Sector Investment 3 Days

Last updated: July 31, 2026, 8:30 PM ET

Infrastructure and Data Centers Attract Significant Capital

Latin America a substantial and overlooked infrastructure investment opportunity, driven by structural undersupply, robust demand, and enhanced financing availability . This favorable environment contrasts with more developed markets . Keppel is nearing the final closing of its Data Centre Fund III, which is expected to reach $2 billion . The infrastructure division contributed S$538 million to Keppel's net profit in the first half of 2026, marking a 55% increase year-on-year . EQT's AI Fund, focused on data center operator Edge Conne X, successfully raised $9.4 billion in just three months, highlighting the appeal of established platforms in specialized sectors .

Renewable Energy and Healthcare Deals Show Sector Strength

Despite the sunsetting of certain tax credits, the outlook for U.S. solar and wind power remains positive . The closure of the safe harbor period for these renewable tax credits, which were once considered crucial, does not diminish future prospects . In the healthcare sector, an affiliate of Peak Rock Capital has completed the acquisition of Asembia .