8th October, 2025
Across the biggest sovereign wealth funds, leaders have reached a common view of 2025: the world is at the beginning of a long period of uncertainty in which debt, deglobalization and geopolitics keep volatility elevated, while technology - especially AI - creates durable pockets of growth.
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6th October, 2025
Late last year, China Investment Corporation (CIC) quietly registered a London representative office, taking a foothold in the UK without any public announcement.
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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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25th April, 2025
Something big is happening in 2025. Sovereign wealth funds (SWFs) - the US$13 trillion heavyweights of state capitalism - are no longer just chasing yield. They're making political moves.
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21st April, 2025
A tectonic shift is under way in global capital markets as Chinese sovereign wealth funds quietly retreat from the once-fertile fields of US private equity.
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9th April, 2025
Markets have snapped. Trump’s dramatic tariff volley has set off a chain reaction. China hit back fast and global stocks are erratic amid a guessing game over the mercurial President Trump's next move.
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27th September, 2024
China Investment Corporation (CIC) released on Friday its 2023 Annual Report, with some positive results. The overseas investments of the Chinese SWF returned +10.7% in the fiscal year ending on December 31, 2023, for a 10-year annualized return of 6.6%, right at the world's average.
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19th June, 2024
Sovereign wealth fund interest in Japan is modest compared to economies of a similar size and diversity, but this could all change with Asian and Middle Eastern funds showing increasing interest.
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5th June, 2024
*Bahrain’s sovereign wealth fund Mumtalakat may be a minnow compared to its Saudi, Emirati and Qatari peers, but is swimming towards stronger currents of capital with an agreement forged with the China Investment Corporation (CIC).
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8th April, 2024
The China Investment Corporation (CIC) is reportedly in dialogue with Bahrain-based Investcorp to potentially back a US$800 million investment vehicle that will back pre-IPO Middle Eastern companies.
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28th March, 2024
The UK’s biggest water utility, Thames Water, which is two-thirds owned by state-owned investors, looks set to be renationalized – at least temporarily – after its shareholders refused to throw it a financial lifeline.
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3rd January, 2024
The Thames Water debacle has burned the fingers of state-owned investors who had backed the privatized water utility, in the belief infrastructure assets in a stable, well-regulated market like the UK were a safe bet.
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