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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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OIA’s bilateral model is moving from country funds to a co-investment network

29th April, 2026

Kazakhstan’s sovereign wealth fund Samruk-Kazyna and the Oman Investment Authority (OIA) signed Heads of Terms in this month covering industry, healthcare, energy, consumer, logistics and mining, but with no disclosed capital size and no fixed vehicle yet.

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Canada Strong Fund Tests A New Sovereign Development Model

28th April, 2026

Prime Minister Mark Carney’s brainchild Canada Strong Fund is not Canada’s answer to Norway’s US$2 trillion Government Pension Fund Global - it is a different kind of sovereign vehicle, a leaner federal equity investor for a deficit-running economy that wants to turn public capital into ownership stakes in strategic domestic assets.

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Paramount-WBD Deal Turns Into A Gulf Capital Test

27th April, 2026

Paramount Skydance’s acquisition of Warner Bros Discovery has moved from an aggressive, heavily syndicated offer into a shareholder-approved transaction whose main risks now sit in regulation, financing execution and Gulf sovereign capital capacity.

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Iran War And Tech Sell-Off Expose Different Risks At Norway's NBIM And Netherlands' ABP

24th April, 2026

NBIM and ABP both reported negative first quarter results, but the losses affected them differently.

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Maharlika sharpens its domestic focus in the Philippines

23rd April, 2026

Maharlika is now clearly operating as a strategic sovereign wealth fund with capital directed into a narrow set of domestic sectors where the Philippine state has a direct interest in resilience and supply security, rather than into a diversified global portfolio.

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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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Galaxy Orientis places sovereign capital behind the China-Association of Southeast Asian Nations corridor

20th April, 2026

A new sovereign-backed private-markets platform has been launched for the China-Association of Southeast Asian Nations (ASEAN) corridor.

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L’Imad’s Aqaba railway puts sovereign capital at the centre of a strategic Jordan corridor

20th April, 2026

L’Imad’s Aqaba Port Railway deal – the fund’s first major transaction since it was launched earlier this year, absorbing ADQ – has implications beyond transport.

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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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PIF’s 2026-2030 strategy formalises a more disciplined state-capital model

16th April, 2026

PIF’s 2026-2030 strategy formalises three shifts Global SWF had already identified in recent months. It separates developmental capital, strategic ownership and financia-return capital more clearly and places more weight on monetisation and funding resilience as the portfolio matures and the fund advances towards the final phase of Vision 2030.

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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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