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Last updated: July 20, 2026, 8:30 AM ET

AI Investment Surges

EQT's new artificial intelligence fund, signaling robust investor appetite for the technology. This influx of capital comes as AI continues to reshape various sectors, including healthcare and law, with experts highlighting its transformative potential in business operations. Infrastructure Investor's latest briefing also noted a record year for Global Infrastructure Partners and a $2 billion target for IFM's value-add fund.

Shifting Asset Allocation Strategies

Investors are increasingly re-evaluating strategic asset allocation in response to evolving global dynamics. Changes in trade patterns, the resurgence of industrial policy, and a shift in equity-bond correlation from negative to positive are prompting a reassessment of investment approaches by market participants. This recalibration aims to navigate a transformed economic landscape more effectively.