Sector Investment 3 Days

Last updated: August 7, 2026, 5:31 AM ET

Fundraising Momentum

Energy Capital Partners closed its largest infrastructure fund, ECP VI, on $8.1bn — more than 50% above target — in just 18 months, with CIO Tyler Reeder attributing the oversubscription to strong distributions per invested capital. Agallas Equities is planning a $5bn Caribbean-focused inaugural infrastructure fund targeting major projects in the Dominican Republic, having already drawn early interest from Gulf state family offices. Aware Super is poised to surpass A$250bn in assets under management through a merger with Prime Super, adding approximately A$8bn to its existing pool of capital.

Leadership and Strategy

Hans-Martin Aerts has departed APG after 25 years as its APAC infrastructure head, following the €639bn Dutch pension manager's global infrastructure lead out the door a month earlier. Industriens Pension's Mikkel Kjaersgaard insists it remains "business as usual" for the €37bn Danish fund despite geopolitical turbulence, with co-investments and secondaries still on the agenda.

Deals and Perceptions

Altaris has announced its acquisition of Clarivate's Life Sciences & Healthcare business, marking a notable healthcare private equity transaction. Transport packaging assets are challenging purist definitions of infrastructure, though ultimately it falls to LPs to decide whether they accept delivery of such allocations.