Sector Investment 3 Days

Last updated: August 6, 2026, 2:30 PM ET

Infrastructure Fundraisings and Leadership Changes

KKR has achieved a final close for its latest flagship infrastructure fund, raising $19.2 billion. This fund represents KKR's largest fundraising endeavor to date, surpassing the $17 billion secured for its predecessor fund in March 2022. Elsewhere, ECP has closed its sixth fund on $8.1 billion, a figure more than 50% above its target and achieved within 18 months. Agallas Equities planning an inaugural infrastructure fund focused on the Caribbean, with a target of $5 billion and early interest from Gulf state family offices. Hans-Martin Aerts, who spent 25 years with the €639 billion Dutch pension asset manager APG, has departed from his role as APAC infrastructure head, shortly after the global infrastructure head also left the firm. Mikkel Kjaersgaard of infrastructure at the €37 billion Danish fund Industriens Pension, stated that it remains "business as usual" despite current geopolitical turbulence, discussing the fund's approach to co-investments and secondaries within the asset class.

Asset Management and Sector Perceptions

Aware Super poised to surpass A$250 billion in assets under management following merger discussions with Prime Super. The proposed merger would add Prime Super's approximately A$8 billion in assets to Aware Super's significantly larger capital pool. In the healthcare sector, Altaris has announced its intention to acquire Clarivate's Life Sciences & Healthcare business. The question of whether transport packaging assets constitute the "full package" for infrastructure purists is being debated, with the ultimate decision resting with limited partners on whether to accept such investments.