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NPS Turns Korean Equity Rally Into Allocation Policy

29th May, 2026

South Korea’s National Pension Service has turned its domestic equity problem into allocation policy, as it tries to balance political objectives with its commercial mandate while having considerable heft in local markets.

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Mubadala Realises US$3 Billion From GlobalFoundries Rally

28th May, 2026

Mubadala has realised more than US$3 billion from GlobalFoundries in less than one quarter and yet still controls the strategically important semiconductor producer.

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SpaceX IPO Would Put Gulf State Capital’s Musk Exposure Into Public View

27th May, 2026

A SpaceX IPO would set a public reference price for Gulf state-capital positions in Elon Musk’s companies, as well as shine a light on Gulf ambitions in AI.

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ICD’s Record Year Puts Dubai’s Operating Companies At The Centre Of State Returns

26th May, 2026

Investment Corporation of Dubai ‘s2025 annual report has passed with limited public attention, but it gives a rare consolidated view of Dubai’s government-owned company network.

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CalPERS Scrutiny Opens Wider Questions Over Private Markets In State-Owned Capital

25th May, 2026

A participant-funded forensic report has turned CalPERS’ private market strategy into a wider test of public capital transparency, as it accuses the largest US public pension fund of weak oversight, opaque costs, benchmark problems and incomplete disclosure of private asset economics.

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QIA Deal Moves Spain’s State Capital Plan Into Execution

22nd May, 2026

Spain is moving ahead with its state-investment plan, announced in January, to funding. The government has approved a EUR13.3 billion (US$15.4 billion) injection into the Official Credit Institute (ICO) for España Crece, while COFIDES is the Co-investment Fund (FOCO) to bring Qatar Investment Authority (QIA) into a EUR300 million (US$348 million) growth fund for Spanish companies.

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Syria’s New Sovereign Fund Puts State Assets At The Centre Of Reconstruction

21st May, 2026

Syria is building new institutions around reconstruction assets, donor funding and foreign investment in an effort to rebuild after years of a devastating civil war, despite the fragility of domestic governance.

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UAE–India Deals Put State Capital Into Banking, Energy And AI

20th May, 2026

The UAE–India agreements announced during Prime Minister Narendra Modi’s May 2026 visit to Abu Dhabi show the bilateral relationship rising in the banking, credit, energy storage, AI and maritime repair sectors – thanks to sovereign investment structures.

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OIA’s Record Profit Puts Oman’s State-Asset Reform Into The Returns Data

19th May, 2026

Oman Investment Authority’s 2025 results vindicate the country’s post-2020 sovereign structure with reported OMR2.9 billion (US$7.5 billion) in profit, assets of around OMR23 billion (US$59.7 billion) and a 14.6% annual return. This brought its annualised return over the past five years to 10.39% - the third-best performance among sovereign wealth funds, according to Global SWF data.

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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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L’IMAD Gets Ready For Take-Off

15th May, 2026

On Thursday, Blackrock’s wholly owned GIP announced a US$ 30 billion partnership with L’IMAD, ADNOC, and Temasek, to invest in infrastructure investment across the GCC and Central Asia. The partnership will raise a combination of equity and debt capital to target both greenfield and brownfield assets across key segments including energy, transportation, logistics, digital, water, and waste management.

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ADIA’s A-share expansion shows sovereign investors' China exposure is splitting by mandate

14th May, 2026

The Q1 rise in disclosed Gulf holdings of Chinese A-shares was mainly driven by ADIA.

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