Sector Investment 3 Days

Last updated: August 6, 2026, 11:31 PM ET

Personnel & Strategy

Hans-Martin Aerts has moved on after 25 years as APG's longstanding APAC infrastructure head, a month after the €639bn Dutch pension asset manager's global infrastructure lead also exited. Meanwhile, Industriens Pension's infrastructure chief Mikkel Kjaersgaard says it is "business as usual" at the €37bn Danish fund despite geopolitical turbulence, with co-investments and secondaries playing a growing role in its strategy.

Fundraising

Energy Capital Partners closed its largest fund, ECP VI, on $8.1bn — more than 50% above its target — in just 18 months, with CIO Tyler Reeder crediting the firm's strong DPI track record for the outcome. Agallas Equities is planning a $5bn Caribbean-focused inaugural infrastructure fund targeting major projects in the Dominican Republic and surrounding region, and has already drawn early interest from Gulf state family offices.

M&A & Consolidation

Altaris has agreed to acquire Clarivate's Life Sciences & Healthcare business, adding to a busy healthcare private equity deal pipeline. On the superannuation front, Aware Super and Prime Super are in talks to merge, with Prime's approximately A$8bn in assets set to push Aware past A$250bn in total AUM.

Market Views

Infrastructure Investor contends that transport packaging assets are "anything but the full package" for infrastructure purists, but ultimately it is for LPs to decide whether they want to accept delivery.