Layout:

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

Temasek in US Markets: Concentrated Positions, Thematic Investments, Competitive Returns

18th February, 2026

Temasek’s latest 13F filing for end-December 2025 confirms that its US-listed portfolio is being run as a high-conviction expression of a small number of long-term themes rather than a benchmark-style allocation.

Subscriber Post

Ownership Transition in Asian Data Centres: GIC and Mubadala Join KKR in Proposed US$10bn STT GDC Buyout

3rd February, 2026

A consortium led by KKR and Singtel is in advanced discussions to acquire ST Telemedia Global Data Centres (STT GDC) in a transaction that could value the company at more than US$10 billion.

Subscriber Post

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.

Subscriber Post

Singapore’s investment giants are facing a familiar question: what counts as “good” returns?

14th January, 2026

When Singapore’s Parliament returned this week, MPs lined up questions about the performance of GIC and Temasek, two institutions central to the city-state’s fiscal model and its reputation for technocratic stewardship. The immediate trigger was a run of media comparisons suggesting that Singapore’s flagship investors have lagged global peers and public market benchmarks over the past decade.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post