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Germany's KENFO Bets On Private Markets As Nuclear Liabilities Rise

30th July, 2026

Germany’s EUR25.6 billion (US$30.1 billion) nuclear waste fund remains ahead of its funding requirement, but its investment strategy is entering a more demanding phase.

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Mubadala Capital Adds Tokenised Funds to Abu Dhabi’s Digital Asset Strategy

29th July, 2026

Mubadala Capital has opened tokenised access to an evergreen private-markets strategy across Base, Solana and Sui. The US$75 million launch is small, but it extends the sovereign-owned manager’s established model of seeding investment products with its own capital and raising outside money around them.

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Türkiye Wealth Fund’s Scale Grows, but Its Liqudity Test Gets Harder

28th July, 2026

Türkiye Wealth Fund’s consolidated assets rose by 49% to TRY 19.0 trillion (US$ 443.4 billion) in 2025, but the state’s share of earnings weakened. Revenue and operating profit increased, while consolidated net profit was almost unchanged in local currency and profit attributable to TWF fell by 14%.

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KIA's Wren House Extends Platform Strategy with Lightsource Bid

27th July, 2026

Wren House Infrastructure Management’s reported bid for Lightsource would take the Kuwait Investment Authority (KIA) subsidiary further into the development, financing and ownership of new infrastructure.

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GIC reports a strong FY26, new AuM estimated at US$ 1.16 trillion

24th July, 2026

On Friday, GIC released the annual report for the fiscal year ended on March 31, 2026. The document reveals a very strong year, with the Singaporean SWF reaping the rewards of a portfolio increasingly focused on US markets, on equities, and on technology.

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Guns N’ Royalties: State Investors Turn Songs and Science into Income

23rd July, 2026

A portfolio containing “Don’t Stop Believin’”, “Bad Romance” and “Livin’ on a Prayer” might sound like the soundtrack to a distressed assets meeting, but for GIC and Sony Music Group it is the background music of a royalty portfolio reportedly worth close to US$4 billion.

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Ceer Turns to SABIC as Saudi EV Strategy Moves Upstream

22nd July, 2026

Saudi Basic Industries Corporation is exploring the use of its advanced materials in vehicles produced by Ceer, taking Saudi Arabia’s automotive localisation drive beyond assembly and into the materials used in the cars themselves.

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CPP Scales US Industrial Strategy as Real Estate Recovers

21st July, 2026

CPP Investments is expanding its US industrial property exposure through the US$5.2 billion take-private of LXP Industrial Trust. The acquisition adds to a wider rotation from offices and retail into logistics, data centres and housing.

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HKIC Delivers 14% Return - Now Comes the Harder Test for Hong Kong's Sovereign Investor

20th July, 2026

Hong Kong Investment Corporation hiked its investment income by 175% to HK$6.46 billion (US$824 million) in 2025, according to recently published results, while operating profit rose 181% to HK$6.32 billion and its portfolio recorded a net internal rate of return of 14%.

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An Exploration of the Tahnoonisphere

17th July, 2026

ePointZero’s US$2.25 billion acquisition of Traverse Midstream shows how royal, listed and sovereign capital circulate through Abu Dhabi’s investment system. The entities remain legally separate, but assets, mandates, executives and liquidity move between them in ways that can strengthen the system as a whole.

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Korea Scrapped Its New Sovereign Fund, Now KIC Gets an Extra Mandate

16th July, 2026

South Korea has abandoned plans for a standalone sovereign wealth fund after failing to establish a clear place for it within an already crowded system of state capital. Seoul will instead create a strategic investment account inside the Korean Investment Corporation (KIC), retaining the programme while dropping the instit3ution designed to carry it out.

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CalPERS’ Private Equity Overhaul Boosts Returns, Lifts Funding Ratio

15th July, 2026

The California Public Employees’ Retirement System’s 14.8% return was powered by equities, but its rebuilt private equity programme made the result stronger.

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