Sector Investment 3 Days

Last updated: August 7, 2026, 8:31 AM ET

Infrastructure Fundraising Momentum

ECP closed its largest fund on $8.1bn, more than 50% above target in just 18 months, with CIO Tyler Reeder crediting the firm's distribution track record. Agallas Equities is planning a $5bn Caribbean-focused inaugural infra fund, targeting major projects in the Dominican Republic with early interest from Gulf family offices.

Leadership and Strategy Shifts

Hans-Martin Aerts has exited APG after 25 years as APAC infrastructure head, a month after the €639bn Dutch manager's global infra lead departed. Industriens Pension's Mikkel Kjaersgaard insists it's "business as usual" despite geopolitical turbulence, with the €37bn Danish fund continuing co-investments and secondaries.

Healthcare Private Equity

Altaris has announced it will acquire Clarivate's Life Sciences & Healthcare business, a deal that reshapes the healthcare data landscape and signals continued PE appetite for specialized life sciences assets.

Repackaging Infrastructure Perceptions

Transport packaging assets are anything but the full package for infrastructure purists, but the debate ultimately hinges on whether LPs accept delivery of these assets into their portfolios.