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The US as the Decision Market: Why 2025 Marked a Structural Break in Sovereign Investment

5th January, 2026

In 2025, sovereign investors channelled more than US$140 billion into the US economy, lifting the country’s share of global sovereign deal activity to over 50%, as revealed in Global SWF’s 2026 Annual Report published last week.

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Temasek Tightens Its Asset Management Platform Model with Pavilion-Seviora Integration

26th November, 2025

Singapore state investor Temasek is tightening the lines between its in-house investment arms, folding private equity specialist Pavilion Capital into asset manager Seviora Group in a move that underlines its push to build a larger, more coherent Asian private-markets business.

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Temasek’s Quiet High-Conviction Bet on Big Finance, Big Tech and Asian Platforms

18th November, 2025

Temasek’s US-listed equity portfolio has grown steadily more concentrated, more technology-heavy and more tied to global financial infrastructure over the past 18 months, according to its quarterly 13F filings.

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SWFs are Driving the Take-Private Surge

13th November, 2025

In the past two years, public-to-private (P2P) deals have re-emerged as one of the most reliable channels for private capital deployment at a time of volatility, with sovereign wealth funds serving as anchors and cornerstone investors in consortium take-privates.

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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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GIC Tests the Secondaries Market with a US$1bn LP-Stakes Sale

29th October, 2025

Singapore’s GIC is exploring the sale of around US$1 billion of private-equity fund interests, a move that aligns with how the sovereign wealth fund has used the secondaries market over the past few years to fine-tune exposure and recycle capital.

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AustralianSuper joins the rush for UK “living” assets

22nd October, 2025

AustralianSuper, Australia’s largest pension fund, has launched a new UK Living Platform with an initial GBP500 million commitment, adding to around GBP14 billion of commitments by global state-owned investors to the UK's housing market in the past seven years.

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Temasek-La Caisse get the green light in India, signalling development of the real estate cycle

9th October, 2025

India’s competition regulator has cleared a fresh slate of minority stakes that link Temasek and La Caisse’s real-estate arm, Ivanhoé Cambridge, to a network of Singapore-incorporated vehicles holding Indian office assets.

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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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Temasek’s Three-Arm Split: Faster, Sharper, and Built for the Next Cycle

21st August, 2025

Singapore’s Temasek is evaluating a huge overhaul, carving the group into three focused investment arms - Domestic Temasek Portfolio Companies (TPCs), Global Direct, and Funds/Asset Management - to tighten accountability and lift returns.

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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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Temasek’s India Strategy: Going Big, Staying Patient - and Proving the Pundits Right

21st July, 2025

Singapore's Temasek is putting its money where its mouth is in India, turbocharging its portfolio to US$50 billion in 2025, with fresh commitments of US$3–4 billion annually.

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