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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28th August, 2025
The Abu Dhabi Investment Authority (ADIA) is signalling where sovereign capital sees durable growth: direct investment in asset managers.
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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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29th July, 2025
The sale of Canada Pension Plan Investment Board’s (CPP) 49% stake in Island Star Mall Developers Private Limited (ISMDPL) to The Phoenix Mills ltd marks not just the end of a joint venture, but also a new phase in the evolving relationship between global state capital and India’s most successful retail-led developer.
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8th July, 2025
Dark clouds are gathering over India’s once-unquestioned renewable energy boom. Last week’s USUS$8-per-share buyout offer for Nasdaq-listed ReNew Energy Global - led by a powerhouse sovereign consortium including the Canada Pension Plan Investment Board (CPP), Abu Dhabi Investment Authority (ADIA), and now Abu Dhabi’s Masdar - might look like a show of confidence. In reality, it’s a canary in the coal mine for global investors betting on Indian green power.
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12th June, 2025
Canada Pension Plan Investment Board (CPP Investments) has just staked a massive US$1.3 billion on Japan’s booming data centre market, anchoring Ares Management Corporation’s US$2.4 billion Japan DC Partners I (JDC I) fund.
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22nd May, 2025
CPP Investments just reported one of the highest net income totals in its history - a robust net income of C$59.8 billion (US$43.3 billion), with net assets swelling to C$714.4 billion (US$516.9 billion).
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24th April, 2025
For more than two decades, Canada’s public pension funds were trailblazers of the global private equity scene.
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16th April, 2025
Canada’s biggest pension funds aren’t panicking - yet. But they are pulling back. And the reason is spelled in bold across every boardroom on Bay Street: Trump.
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21st February, 2025
Canada’s largest pension funds are stepping up their climate commitments, but progress remains uneven.
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13th February, 2025
The Canada Pension Plan Investment Board (CPP Investments) closed 2024 on a strong note, reporting a net return of 3.8%.
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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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