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Temasek’s US$401bn Portfolio Reset Puts AI and Private Credit at the Core

8th July, 2026

Temasek’s full transition to mark-to-market has lifted its Net Portfolio Value to S$518 billion (US$400.8 billion), moving Singapore’s state investor into the world’s Top 10 sovereign wealth funds as it directs more capital toward AI, private credit and infrastructure.

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Global SWF modernizes scorecard for Sovereign Investors; nine institutions continue to excel

2nd July, 2026

La Caisse, Ontario Teachers’ and BCI (Canada) in North America; NBIM (Norway) in Europe; NSIA (Nigeria) in Africa; Temasek (Singapore) in Asia; and Future Fund, Rest (Australia) and NZ Super (New Zealand) in Oceania achieve a perfect score on the 2026 assessment of Governance, Sustainability and Resilience practices.

NIIF Fund II Turns India’s Exit Record Into a New Sovereign Fundraise

30th June, 2026

India has doubled its allocation to the National Investment and Infrastructure Fund (NIIF), giving the sovereign-anchored platform launched just over a decade ago a stronger base for its second infrastructure vintage after a run of exits in renewables, roads and smart meters.

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Canada’s best paid pension executive leaves OMERS for Temasek in London

11th June, 2026

The Chief Investment Officer of the Ontario Municipal Employees Retirement System (OMERS) announced today its departure from the fund, after 13.5 years at its London office. Ralph Berg will leave this month to join Temasek on July 1. OMERS’ CEO Blake Hutcheson will cover as Acting CIO, until a successor is found.

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Sovereign Investors Prepare for Payback as Giga-IPOs Hit the Markets

9th June, 2026

This week could be historical for financial markets as SpaceX kicks off a series of “Giga-IPOs”, with valuations of US$ 1 trillion or more, and with unprecedented fundraising targets. Elon Musk’s conglomerate, which includes X (formerly Twitter) and xAI is currently the most valuable private company in the world at US$ 1 trillion and is targeting a value of US$ 1.75 trillion when it gets listed on June 12 on Nasdaq.

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Sovereign Capital Moves Into Anthropic’s US$965bn AI Platform

2nd June, 2026

Anthropic’s US$65 billion Series H further integrates GIC, Temasek, and MGX into the private ownership of large-model AI.

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Sovereign Investors see the Value of their US Equities drop; Canadians Double Down

18th May, 2026

Sovereign Wealth Funds and Public Pension Funds saw their portfolios of US Equities decrease in value significantly during the first quarter of 2026, due to the War in Iran and the subsequent effect in oil prices and global financial markets. According to the quarterly filings released by SEC this week, the average holdings of Sovereign Investors would have fallen 12% by March 31, after all investments and exits.

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Azalea’s evergreen fund plan shows how Temasek is reorganising its platform model

22nd April, 2026

Azalea’s planned evergreen private equity fund is less important for its likely size than for what it reveals about Temasek’s new structure.

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How Sovereign Investors Use Hedge Funds

17th April, 2026

Hedge funds are not a major allocation for sovereign wealth funds or public pensions, but they have grown from an estimated 2.0% of SWF exposure in 2022 to over 3.0% in 2025.

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Temasek’s Vertex move sharpens its post-restructuring platform model

15th April, 2026

Temasek’s decision to appoint chief executive Dilhan Pillay Sandrasegara as chairman of Vertex from 15 April 2026 adds a second clear marker to the state investor’s post-restructuring platform strategy.

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How sovereign wealth funds use BlackRock: mandates, platforms and infrastructure partnerships

6th April, 2026

BlackRock’s relationships with sovereign wealth funds have moved well beyond traditional mandates, with the firm now serving different funds as external manager, platform builder, infrastructure sponsor and co-investment partner depending on the mandate, asset class and strategic objective.

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Temasek uses Manipal IPO to recapitalise a scaled India healthcare platform

30th March, 2026

Manipal Health’s proposed IPO shows Temasek moving a scaled India healthcare platform from private build-out to public-market funding rather than pursuing a broad exit. The transaction is weighted toward fresh capital, with proceeds directed to debt reduction and the integration of Sahyadri Hospitals, which points to recapitalisation after an acquisition-led expansion phase.

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