Sector Investment 3 Days

Last updated: August 7, 2026, 2:31 AM ET

Infrastructure fundraising heats up

Energy Capital Partners closed its sixth flagship fund at $8.1bn, exceeding its target by more than 50% in just 18 months. Chief investment officer Tyler Reeder credited the firm's distribution-to-paid-in capital performance for the oversubscription. Meanwhile, Agallas Equities is planning a $5bn Caribbean-focused fund targeting major projects in the Dominican Republic. The vehicle has already attracted interest from Gulf state family offices, signaling appetite for emerging-market infrastructure.

Leadership shifts and institutional capital

Hans-Martin Aerts has exited APG after 25 years as the €639bn Dutch pension manager's APAC infrastructure head. His departure follows the global infrastructure head's exit by just a month, raising succession questions. Industriens Pension's Mikkel Kjaersgaard insists it is "business as usual" despite geopolitical turmoil for the €37bn Danish fund. The fund stays active in co-investments and secondaries amid market volatility. In Australia, Aware Super is set to pass A$250bn in AUM via a merger with Prime Super, adding roughly A$8bn.

Healthcare dealmaking

Altaris will acquire Clarivate's Life Sciences & Healthcare business, reshaping the healthcare information landscape. The deal underscores private equity appetite for data-driven healthcare assets.

Repackaging perceptions

The industry is debating whether transport packaging assets deserve the infrastructure label. Ultimately, it is up to LPs to accept delivery of these reclassified assets.