Sector Investment 3 Days

Last updated: August 21, 2026, 10:02 PM ET

Healthcare Private Equity

The latest healthcare deal tracker shows continued momentum in life sciences investing. SkyKnight Capital has entered a definitive agreement to invest in Apex Infusion, a specialty infusion provider, according to a news release. The investment underscores private equity appetite for high-growth outpatient services, particularly as care shifts to alternative settings. In a larger move, a Warburg Pincus-led investor group agreed to acquire PANTHERx Rare in a $7bn deal, taking a controlling interest in the rare-disease pharmacy. The transaction expands the group's footprint in specialty pharmaceuticals, a segment that has seen robust deal flow as investors seek exposure to high-margin, patient-centric businesses. Both deals highlight the continued relevance of specialized healthcare platforms in a private equity market that has seen a broader slowdown.

Infrastructure & AI

Korea's NPS reported infrastructure AUM growth of 13.4% in 2024, significantly slower than the 24.2% pace in 2023. The deceleration points to a maturing market where large institutional investors face pricing pressure and limited attractive opportunities, even as they continue to allocate capital to core infrastructure. Meanwhile, Nvidia and partners have pledged $500bn to back compute as a new investable asset class, but the company insists the "infra" in AI infrastructure must remain central to the proposition. Houlihan Lokey's paper frames this as a virtuous circle between energy and digital infrastructure, arguing that AI's surging power demand and grid investment reinforce each other as the $500bn buildout accelerates. The paper offers a framework for investors navigating the convergence of energy and data center assets.

Renewables

CIP reached a $3bn final close for its second growth markets renewables strategy, with partner Niels Holst attributing the result to strong backing from existing investors despite geopolitical headwinds. The fund will target renewable energy projects across emerging markets, a segment that continues to attract institutional capital seeking higher yields. The close adds to a busy period for renewables fundraising.