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Sovereign Investors Plug into Europe’s Grid Supercycle

25th September, 2025

This week, the Dutch government announced the partial sale of TenneT’s German operations to a consortium of long-term investors: Norway’s Norges Bank Investment Management (NBIM), Singapore’s GIC, and Dutch pension fund APG.

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Thames Water’s cliff-edge is a stress test for UK regulated infrastructure

3rd September, 2025

Thames Water’s slow-motion crisis has become the Rorschach test for how attractive - or not - UK regulated infrastructure is to sovereign wealth funds (SWFs) and public pension funds (PPFs).

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Sovereign Investors Grapple with Israel Investment Risks

7th August, 2025

Norway’s US$1.8 trillion Government Pension Fund Global (GPFG) - the world’s largest sovereign wealth fund, managed by Norges Bank Investment Management (NBIM) - has just launched a fresh review of its Israeli holdings following  revelations that it raised its stake in Bet Shemesh Engines, a jet engine supplier to the Israeli military, from 1.3% to over 2% in 2024.

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A Billion-Dollar Surge: APG Supercharges Australia’s Renewables with Octopus Deal

31st July, 2025

Dutch pension giant APG Asset Management just lobbed over A$1 billion (EUR563 million) into the heart of Australia’s renewables revolution, shaking up the scene with a major commitment to Octopus Australia’s OASIS platform.

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APG Expands Private Credit Footprint with Colesco Amid Global Shift in Direct Lending

31st January, 2025

The popularity of private credit as an asset class among state-owned investors is soaring, and Dutch pension giant APG has wasted no time positioning itself at the forefront of this seismic shift.

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DeepSeek Disruption: Magnificent 7 Crash Exposes Sovereign Wealth Fund Risks

28th January, 2025

The global markets have been rocked by the seismic impact of DeepSeek, a Chinese AI startup that has upended the prevailing assumptions about the cost and dominance of artificial intelligence.

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From Qatar to California: How State Investors Are Building Dreams in Affordable Housing

17th January, 2025

Affordable housing is emerging as a global priority, and state-owned investors (SOIs) are stepping up with bold financial strategies to bridge the gap between supply and demand.

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Indonesia's Toll Roads Get Dutch and Abu Dhabi Backing

28th October, 2024

Indonesia’s toll roads have been boosted by a combination of Indonesian, Dutch and Abu Dhabi capital, with fresh investment in sections of the Trans Sumatra Toll Road.

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PGGM Ramps Up Build-to-Rent Investments in UK and Australia

25th September, 2024

The Dutch public pension fund manager PGGM has signed a deal with the UK’s state-backed pension scheme Nest and insurer Legal & General to invest GBP1 billion in UK built-to-rent properties, as the new Labour government’s seeks to boost the economy and address the grinding affordability crisis.

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OTPP Joins Maple 8 Private Equity Sell-Off

16th September, 2024

North American and European public pension funds are selling large chunks of their private equity holdings as secondary markets have picked up and limited partners are ramping up portfolio sales.

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Sovereign Investors Surge Into Digital Infrastructure

28th August, 2024

Public pension funds from Australia, Canada and the Netherlands have swung their support behind the EUR2.1 billion capital-raising by euNetworks amid surging appetite for digital infrastructure among state-owned investors.

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State Investors Back Transportation Leasing for Steady Returns and Value-Add Opportunities

26th July, 2024

An investment of more than US$600 million in US trailer lessor Transportation Equipment Network (TEN) by Abu Dhabi’s Mubadala and the Qatar Investment Authority (QIA) is the latest development in sovereign investor involvement in the transportation leasing sector.

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