Sector Investment 3 Days

Last updated: August 6, 2026, 10:14 PM ET

Infrastructure Fundraising

Energy Capital closed its sixth flagship fund at $8.1bn, more than 50% above target, in just 18 months. Chief investment officer Tyler Reeder said the firm's digital power infrastructure focus played a "very big role" in the oversubscription. Agallas Equities is planning a $5bn inaugural infrastructure fund targeting major projects in the Dominican Republic and surrounding Caribbean region. The fund has already garnered early interest from Gulf state family offices.

Leadership & Strategy

Hans-Martin Aerts exited APG after 25 years as its Asia-Pacific infrastructure head, following the departure of the €639bn Dutch pension asset manager's global infrastructure lead a month earlier. Industriens Pension's Kjaersgaard insists it's "business as usual" for the €37bn Danish fund despite geopolitical turbulence. Kjaersgaard emphasized the fund's continued appetite for co-investments and secondaries in the asset class.

Consolidation & Perceptions

Aware Super is in talks to merge with Prime Super, adding the latter's approximately A$8bn AUM and pushing the combined entity past A$250bn. Transport packaging assets remain contested territory for infrastructure purists, but ultimately it's LPs who decide whether to accept delivery.

Healthcare Private Equity

Altaris has agreed to acquire Clarivate's Life Sciences & Healthcare business, expanding its healthcare platform.