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Sovereign Fund AI: US$335bn Exposure Amid US$30bn Equity Decline

9th November, 2026

The US technology sell-off following last week's midterm elections has deepened an estimated US$30.5 billion decline in comparable listed holdings disclosed by sovereign wealth funds (SWFs) and public pension funds (PPFs) since end-June.

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US$3.1 Billion LNG Canada Deal Tests the Maple Funds’ Domestic Investment Push

3rd November, 2026

CPP Investments, OMERS, PSP Investments and IMCO are joining Blackstone in a US$3.1 billion investment linked to Mitsubishi Corporation’s interest in LNG Canada. The deal brings Canadian pension money into one of the country’s largest energy projects as Ottawa seeks more investment at home.

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IFM to Take Control of ABP as Pension Capital Rotates Through UK Ports

22nd October, 2026

IFM Investors has agreed to acquire the 63.9% of Associated British Ports (ABP) held by CPP Investments and OMERS, giving a fund managed by IFM control of the UK's largest ports group.

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Alberta Vote Cuts CPP Exit Risk, But C$250 Billion Split Remains Possible

21st October, 2026

Albertans have decisively rejected separation from Canada, reducing the political momentum behind proposals for the province to leave the Canada Pension Plan (CPP), which has a portfolio of C$864 billion (US$608 billion) managed by CPP Investments.

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Sovereign Investors Widen Funding Options as Competition for Capital Grows

16th October, 2026

Governments and state entities are looking further afield for funding as artificial intelligence, infrastructure, defence and energy compete for global capital. Citi says borrowers are examining renminbi, Australian dollar, Hong Kong dollar and Singapore dollar markets as financing needs rise and borrowing costs remain high.

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Sovereign Investor-Backed NIIF Puts Up To US$800m Behind India’s Data Centre Build-Out

15th October, 2026

India’s National Investment and Infrastructure Fund (NIIF) is preparing to invest US$700-800 million in data centres and related businesses, putting digital infrastructure near the centre of its second infrastructure investment cycle.

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FNZ Turns La Caisse From Backer to Fixer

9th October, 2026

Eight years after La Caisse made FNZ a flagship patient capital investment, repeated equity injections and a deeper governance role are putting pressure on the advantages of long-term direct ownership. The next phase will show whether that patience has preserved value or merely extended the turnaround.

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CPP Backs AT&T Fibre Expansion as US Telecoms Turn to Outside Capital

6th October, 2026

CPP Investments is joining AT&T and BlackRock’s Global Infrastructure Partners (GIP) in a new US fibre platform covering nearly five million locations and more than one million subscribers. The transaction extends the Canadian pension fund’s digital infrastructure strategy beyond data centres and into the networks connecting businesses and households.

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Canada Calls the Maple 8 Back Home

15th September, 2026

Canada’s push to bring more pension capital into the domestic economy has moved decisively from debate to deployment. Ontario Teachers’ and OMERS have each committed C$10 billion (US$7.2 billion), putting real money behind years of pressure for the Maple 8 to invest more at home. The 10-year record suggests that higher domestic exposure has not consistently come at the expense of total-fund returns.

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State Capital Bucks Private Equity’s Deal Slump but Follows Its Shift to Scale

14th September, 2026

Private equity entered 2026 with more money moving through fewer deals. KPMG’s latest Pulse of Private Equity puts global investment at US$1 trillion across 9,294 deals in H1 2026, while the rolling 12-month deal count fell to 20,105, its lowest level in more than five years.

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Maple 8 Price Trump Risk as US Exposure Keeps Rising

8th September, 2026

Canada’s largest public pension funds have become more exposed to the United States since Donald Trump’s November 2024 election, even as tariffs, threats against Canada and wider policy uncertainty have increased the risks attached to the market.

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CPP Takes Indian Renewables Platform "ReNew" Private as ADIA and JERA Stay Invested

28th August, 2026

CPP Investments is taking a larger role in ReNew Energy Global after agreeing with founder and CEO Sumant Sinha to buy out public shareholders at US$7.02 a share. Abu Dhabi Investment Authority (ADIA) and Japanese utility JERA will keep their stakes, leaving the Indian renewables group backed by investors willing to provide further equity after its Nasdaq listing failed to deliver the valuation needed to support its expansion.

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