Sector Investment 3 Days

Last updated: August 20, 2026, 1:23 PM ET

AI Infrastructure

Nvidia has helped catalyze a $500bn AI infrastructure asset class, partnering with investment managers to treat compute capacity as a new form of investable infrastructure. Houlihan Lokey notes that the energy-digital infrastructure loop is accelerating, reinforcing the case for treating AI buildout as core infrastructure.

Renewable Energy

CIP has closed its second growth markets renewables strategy at $3bn, overcoming geopolitical headwinds thanks to strong support from existing investors. IMAS Foundation, the Dutch institution backed by the IKEA founder, remains cautious on large infrastructure GPs and skeptical of US policy volatility.

Healthcare Private Equity

Warburg Pincus has agreed to lead an investor group to acquire a controlling interest in PANTHERx Rare, a specialty pharmacy focused on rare disease treatments, in a deal valued at approximately $750M. The transaction underscores continued appetite for healthcare assets targeting underserved patient populations.

Personnel Moves

Will MacAulay, head of unlisted assets at Australian Super-backed fund Hesta, has departed after a decade in the role. Gary Greene, infrastructure investment manager, is serving as acting general manager for unlisted assets while a permanent replacement is identified.