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ADPF unveils a new brand, shows the path for GCC Pension Funds

27th February, 2026

This week, the Abu Dhabi Pension Fund (ADPF), which manages the pensions of the Emirati nationals working in the public and the private sector in the Emirate of Abu Dhabi, celebrated its 25th anniversary with the launch of a new corporate identity and logo, under the values protection, unity, stability, and growth.

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Gulf SWFs Reposition Private Credit: Scaling up Globally, Deploying Domestically and Building Onshore Markets

26th February, 2026

Private credit assets under management globally reached approximately US$2.4 trillion by the end of 2025, according to industry estimates, and now fund roughly 80% of leveraged buyout financing in the US and Europe.

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Hong Kong’s Exchange Fund Transfer: Stability Mandate Meets Strategic Development

25th February, 2026

Hong Kong’s 2026/27 Budget proposes transferring HK$150 billion (US$19 billion) from the Exchange Fund’s investment income to the Capital Works Reserve Fund over two years to support the Northern Metropolis and related infrastructure, as outlined in the 2026 Budget Speech.

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Russia’s National Wealth Fund: Size, Liquidity and Structural Constraint

24th February, 2026

Russia’s National Wealth Fund (NWF) has become a central pillar of the country’s wartime fiscal architecture. Officially standing at RUB13.64 trillion (US$178 billion) as of January 2026, the fund remains one of the world’s larger sovereign pools in nominal terms.

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AP7: Insourcing Beta, Building Platforms and Testing Resilience

23rd February, 2026

Sweden’s AP7 has spent most of its 25-year history running a vast, low-cost, largely outsourced global equity portfolio for premium pension savers, but in in 2025 that model delivered a modest 4.2% total return which was subdued compared with the prior year’s surge yet still consistent with its long-term objectives.

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China Investment Corporation in the Year of the Fire Horse: Speed, Heat and Control

20th February, 2026

The lunar calendar turned to the Year of the Fire Horse this week. In traditional Chinese symbolism, the Horse represents movement, independence and forward drive, while the Fire element adds intensity and volatility.

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PIF Tightens Its Grip on Gaming and AI as Platform Strategy Becomes Explicit

19th February, 2026

This week, two developments demonstrated how Saudi Arabia’s Public Investment Fund (PIF) is reshaping its exposure to digital industries.

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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.

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Mubadala’s Public Equity Strategy: Concentration Holds, Optionality Expands

17th February, 2026

Mubadala’s latest 13F filing for Q4 2025 confirms that its US-listed equity portfolio remains dominated by a single strategic industrial holding, but the Abu Dhabi sovereign wealth fund has broadened the rest of its portfolio, making it more thematic and more active than it has been for several quarters.

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One Year On: Danantara’s Multi-Billion Capital Deployment in Indonesia

16th February, 2026

Danantara spent the first few weeks of 2026 by accelerating capital deployment across a broad set of strategic sectors, signalling that its institutional consolidation is now switching toward project execution.

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GIC anchors a sovereign presence in frontier AI

13th February, 2026

Anthropic’s US$30 billion Series G financing, valuing the company at approximately US$380 billion post-money, represents one of the largest private capital raises in the technology sector to date. The round was led by GIC alongside Coatue, with MGX participating as a co-lead and a broad syndicate of institutional and strategic investors completing the allocation. Earlier, in September 2025, Anthropic had raised US$13 billion in a Series F round that included both GIC and Qatar Investment Authority (QIA), embedding sovereign capital in the company before the most recent step-change in valuation.

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Mubadala and Getir: From emergency recapitalisation to an engineered exit

12th February, 2026

Abu Dhabi’s Mubadala Investment Company has agreed to sell Getir’s Turkish delivery operations to Uber Technologies, bringing to a close one of the most visible sovereign interventions in the post-pandemic technology correction.

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