Sector Investment 3 Days

Last updated: August 21, 2026, 11:18 AM ET

Healthcare Private Equity

Specialty-pharmacy and infusion assets remain in demand. SkyKnight Capital has signed a definitive agreement to invest in Apex Infusion, adding to momentum in outpatient care providers. At the larger end of the market, Warburg Pincus is leading an investor group taking a controlling interest in PANTHERx Rare, a rare-disease pharmacy, in a transaction valued at $7bn — a signal of sustained conviction in high-touch specialty distribution models.

AI Infrastructure

The line between technology and real assets continues to blur. Nvidia and partners have pledged $500bn to establish compute as a new "investable asset class," though whether institutional investors will treat it like traditional infrastructure remains an open question. A fresh paper from Houlihan Lokey supplies the theory, describing a virtuous circle between energy and digital infrastructure, while Nvidia's deals with investment managers illustrate the practice behind the same $500bn buildout.

Renewables & Allocations

Fundraising resilience contrasts with slowing deployment at some of the biggest allocators. Copenhagen Infrastructure Partners reached a $3bn final close for its second growth markets renewables strategy, drawing strong support from existing investors despite geopolitical headwinds, partner Niels Holst said. By contrast, Korea's National Pension Service posted infrastructure AUM growth of just 13.4% in 2024, well below the 24.2% recorded in 2023 — evidence that even the largest sovereign pools are pacing commitments more cautiously.