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What SWF leaders are saying about the world economy

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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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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Biggest-Ever SWF Divestment: GIC’s Potential US$10bn Exit from YES! Communities

17th September, 2025

GIC could be about to make the biggest commercial divestment in sovereign wealth fund history as it seeks to recycle assets, shore up its resilience and redeploy capital into new strategic sectors.

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GIC and ADIA Back Vantage’s APAC Push - What the Johor Deal Signals

15th September, 2025

Vantage Data Centers has secured US$1.6 billion from an affiliate of GIC and a wholly owned ADIA subsidiary to expand its Asia-Pacific platform and acquire Yondr Group’s 300MW+ data-centre campus in Sedenak Tech Park, Johor (Malaysia).

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Dutch Pension Fund’s US$17bn Break with BlackRock Shows Net Zero Fault Line

5th September, 2025

PFZW, the EUR250 billion Dutch healthcare pension fund managed by PGGM, has announced it is pulling a EUR14.5 billion (US$17 billion) mandate from BlackRock, over climate stewardship – revealing an ideological fault-line that has emerged over ESG investment and climate stewardship.

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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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ADIA Moves from LP to Shareholder in GLP’s New Economy Push with US$1.5bn Investment

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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How Abu Dhabi’s Stablecoin Signals a Sovereign Crypto Endgame

11th August, 2025

When Abu Dhabi’s ADQ joined forces with International Holding Company (IHC) and First Abu Dhabi Bank to launch a UAE Dirham-backed stablecoin, it was a geopolitical move, a monetary gambit, and a market-access play rolled into one.

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Beyond the Cloud: The Global Battle for Digital Infrastructure Ownership

5th August, 2025

Singapore’s GIC has cut through the noise of global deal-making with its EUR1.4 billion (US$1.5 billion) acquisition of a 25% stake in Spain’s new fiber optic powerhouse - a joint venture with MasOrange and Vodafone Spain.

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Phoenix Mills and the New Shape of State Capital in Indian Real Estate

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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King of Co-Investments GIC increases US exposure, AuM rises to US$ 936 billion

25th July, 2025

On Friday, GIC released its results for the year ending on March 31, 2025 and they are quite revealing, even though the Singaporean SWF is opting to be opaquer and vaguer with some of its reporting.

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Smart Infrastructure and SWFs: Why GIC and Mubadala Are Backing Techem’s Next Phase

23rd July, 2025

The US$7.3 billion acquisition of German energy efficiency provider Techem by Partners Group’s Infrastructure unit, alongside GIC, TPG Rise Climate, and Mubadala, marks a significant vote of confidence in digital decarbonization infrastructure.

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