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CPP Takes Control of Tarchon as State Capital Addresses Europe’s Grid Bottlenecks

3rd August, 2026

CPP Investments’ C$1 billion (US$714 million) commitment to Tarchon, a proposed subsea power link between the UK and Germany,  is a gamble on the infrastructure needed to move electricity between European markets at a time when energy prices are buffeted by geopolitical risks and transition needs.

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Guns N’ Royalties: State Investors Turn Songs and Science into Income

23rd July, 2026

A portfolio containing “Don’t Stop Believin’”, “Bad Romance” and “Livin’ on a Prayer” might sound like the soundtrack to a distressed assets meeting, but for GIC and Sony Music Group it is the background music of a royalty portfolio reportedly worth close to US$4 billion.

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CPP Scales US Industrial Strategy as Real Estate Recovers

21st July, 2026

CPP Investments is expanding its US industrial property exposure through the US$5.2 billion take-private of LXP Industrial Trust. The acquisition adds to a wider rotation from offices and retail into logistics, data centres and housing.

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Sovereign Investors Move Deeper Into India’s Capital System

13th July, 2026

Abu Dhabi Investment Authority (ADIA), Singapore’s GIC and Norges Bank Investment Management (NBIM) are buying into India’s savings shift. Their bids for the anchor tranche of SBI Funds Management’s IPO add the country’s largest asset manager to portfolios already spread across financial services, infrastructure, property and private equity.

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Canada's CPP Leads Public Capital Deeper Into the Physical Layer of AI

6th July, 2026

CPP Investments’ US$1.75 billion commitment to EQT’s AI infrastructure strategy is an example of how state-owned investors are moving beyond data centre exposure and into capacity underwriting.

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NIIF Fund II Turns India’s Exit Record Into a New Sovereign Fundraise

30th June, 2026

India has doubled its allocation to the National Investment and Infrastructure Fund (NIIF), giving the sovereign-anchored platform launched just over a decade ago a stronger base for its second infrastructure vintage after a run of exits in renewables, roads and smart meters.

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Canada’s Pension Giants Pass Funding Test As Benchmarks Bite

26th June, 2026

Canada’s public pension model still looks sound, but FY2026 showed why these funds cannot be judged by headline returns alone.

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Sovereign Investors see the Value of their US Equities drop; Canadians Double Down

18th May, 2026

Sovereign Wealth Funds and Public Pension Funds saw their portfolios of US Equities decrease in value significantly during the first quarter of 2026, due to the War in Iran and the subsequent effect in oil prices and global financial markets. According to the quarterly filings released by SEC this week, the average holdings of Sovereign Investors would have fallen 12% by March 31, after all investments and exits.

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Abu Dhabi Shores Up Support for UK Renewables and the Net Zero Push

13th May, 2026

Mubadala’s US$325 million investment in Hornsea 3 adds to Abu Dhabi’s position in UK clean power as Britain continues to rely on long-duration capital to finance the electricity transition.

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How Sovereign Investors Use Hedge Funds

17th April, 2026

Hedge funds are not a major allocation for sovereign wealth funds or public pensions, but they have grown from an estimated 2.0% of SWF exposure in 2022 to over 3.0% in 2025.

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Canadian and Australian Pension Funds Formalise an Established Investment Relationship

5th March, 2026

The Canadian-Australian Pension Funds Investment Initiative (CAP Invest) brings together nine Australian superannuation funds and investment platforms and nine Canadian public pension organisations in a framework intended to facilitate dialogue with governments and encourage cross-border investment.

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CY25 Early Results: Allocation Structure, Currency Policy and Mandate Discipline

2nd March, 2026

The first group of major sovereign wealth funds and public pension funds to report calendar year 2025 results shows that performance dispersion was primarily structural with high-equity savings funds such as Norges Bank Investment Management (NBIM), the New Zealand Superannuation Fund (NZSuper) and Korea Investment Corporation (KIC) clustered in the mid-teens.

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