Sector Investment 8-Hour Briefing

Last updated: July 22, 2026, 11:30 PM ET

Sovereign Wealth Funds Shift Focus

Temasek plans to boost its artificial intelligence investments, aiming for a significant increase in exposure to the sector. The Singaporean sovereign wealth fund also intends to grow its stake in core-plus infrastructure to 5% by 2031, up from its current 1%.

Renewable Energy Landscape Evolves

end renewable energy tax credits in the U.S. has coincided with a shift in market sentiment, with many participants reportedly content with their expiration. This development marks a notable change in the renewable energy financing landscape.