Sector Investment 3 Days

Last updated: August 18, 2026, 9:08 PM ET

Infrastructure Allocation

The IMAS Foundation, established by the late IKEA founder Ingvar Kamprad, continues to avoid large infrastructure general partners due to concerns over erratic U.S. policy and asset hype. Meanwhile, Hesta's head of unlisted assets Will Mac Aulay has departed, with Gary Greene serving as acting general manager while a permanent replacement is sought.

Energy Transition

Macquarie and GIC have launched an Anthropic joint venture focused on AI infrastructure, while Nvidia is creating a new asset class through its AI infrastructure investments. In European waste management, Igneo has secured a German waste business deal, edging out Antin.

Healthcare Capital

SkyKnight Capital has closed its fifth fund at $2 billion, marking a significant milestone in healthcare-focused private equity. The fund will target growth-stage healthcare companies with strong market positioning and recurring revenue models.

AI Infrastructure Demand

As data center demand shifts from a simple demand story to one requiring detailed proof and underwriting, infrastructure investors are adapting their approaches. EQT has launched a new open-ended AI infrastructure strategy that emphasizes power and grid flexibility management, with the firm's AI infrastructure chief Jan Vesely highlighting the importance of behind-the-meter solutions in managing risks.