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ADIA’s A-share expansion shows sovereign investors' China exposure is splitting by mandate

14th May, 2026

The Q1 rise in disclosed Gulf holdings of Chinese A-shares was mainly driven by ADIA.

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KIA’s Korea Entry Tests Kuwait’s Sovereign Capital Sequencing

4th May, 2026

Kuwait Investment Authority’s (KIA) reported entry into Seoul’s Yeouido IFC points to continued external capital deployment at a time when Kuwait’s oil export system is under acute pressure.

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Gulf SWFs And The Iran War: Two-Month Scenario Update

30th April, 2026

Two months after the outbreak of the US-Israeli war with Iran, Gulf SWFs are acting according to mandate rather than market sentiment.

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Gulf Sovereign Wealth Funds and the Iran Crisis: Scenario Analysis

4th March, 2026

Escalating tensions involving Iran and the security of the Strait of Hormuz have revived questions about how Gulf sovereign wealth funds (SWFs) will react to this major regional geopolitical crisis.

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The ABP Sale and the Consolidation of UK Ports under Global State Capital

9th February, 2026

The reported decision by CPP Investments and OMERS to divest their combined majority stake in Associated British Ports (ABP) represents one of the biggest potential infrastructure transactions in the UK market to date with a targeted valuation over GBP10 billion (US$13 billion). The two Canadian pension funds hold a combined stake of approximately 67% of the company, with CPP Investments owning 34% and OMERS 33%, which would net each Canadian partner stands more than US$4 billion from divestment.

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Treasury moves to calm sovereign wealth fund tax fears - but questions remain

19th January, 2026

When concerns began to circulate late last year that the Trump administration was preparing to upend the tax treatment of SWFs, the reaction  saw lawyers issue alerts, investors reviewing strategies and fund managers fielded anxious calls.

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QIA and Brookfield Push Sovereign Capital Deeper Into AI Infrastructure

10th December, 2025

Qatar’s sovereign wealth fund has joined the front rank of investors shaping where the next wave of artificial intelligence will physically live.

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KIA, Brookfield and the Rising AI Infra Club: Sovereign Wealth Funds Build the Stack

25th November, 2025

When Brookfield Asset Management unveiled a new US$100 billion programme to build out artificial intelligence infrastructure last week, one name in the press release signalled how far the balance of power in AI has shifted: the Kuwait Investment Authority.

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QIA–ORIX’s Japan fund is the tip of a bigger shift in how sovereigns build platforms

12th November, 2025

Qatar Investment Authority (QIA) and ORIX have launched a Japan-only buyout vehicle, OQCI Fund LP, at the yen-equivalent of US$2.5 billion.

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Kuwait’s KIA Is Poised to Hand Goldman a Big Test

28th October, 2025

Goldman Sachs is in talks to manage as much as US$10 billion for the Kuwait Investment Authority (KIA), channelling capital over several years into private equity, private credit and infrastructure funds.

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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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Kuwait Dives Into AI: What KIA’s Backing of Microsoft-led US$30bn Strategy Really Means

6th June, 2025

The artificial intelligence arms race just gained another trillion-dollar contender. This week, the Kuwait Investment Authority (KIA), the world’s oldest and one of the largest sovereign wealth funds, announced it will become the first non-founder financial anchor in the Microsoft- and BlackRock-backed AI Infrastructure Partnership - a US$30 billion global initiative to bankroll the next generation of AI infrastructure.

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