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OTPP Pulls Ahead of OMERS as Different Strategies Shape H1 Returns

13th August, 2026

Ontario Teachers’ Pension Plan (OTPP) returned 9.5% in the first half of 2026 against 4.8% at OMERS, opening a 4.7 percentage-point gap between two funds that had been almost level a year earlier. The difference reflects the way their strategies met a market led by listed equities and growth assets. OTPP had greater exposure to the areas that performed best, whereas OMERS had more capital in private assets producing lower returns.

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SWFs Bolster AI: GIC Extends Anthropic Bet Into Claude Data Centres

12th August, 2026

Singapore’s GIC is extending its investment in Anthropic into the infrastructure required to run Claude, joining Macquarie Asset Management in a new data centre platform dedicated to the US artificial intelligence company. Global SWF estimates GIC has already invested around US$ 6.3 billion in Anthropic, making it the company’s largest sovereign investor.

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PIF's Big Bet on Sport: Testing Capital Recycling Model With LIV Golf And Newcastle United

11th August, 2026

PIF is seeking outside capital for two of its most visible sports investments, four years after sovereign funding helped launch LIV Golf and accelerate Newcastle United’s development. The shift puts its sports portfolio in line with a 2026-2030 strategy built around value realisation, investment returns and greater private-sector participation.

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Indonesian SWF Danantara’s Investment Role JBS Deal and Hedge Fund Mandates Expand

10th August, 2026

Indonesia’s US$230 billion sovereign wealth fund Danantara is moving further into international investment, with a US$2.5 billion partnership with Brazil’s JBS giving the clearest indication so far of how new capital will be deployed.

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Mubadala Weighs Record US$6.3 Billion Japan AI Data Centre Investment

7th August, 2026

Abu Dhabi’s Mubadala Investment Company is considering investing up to JPY1 trillion (US$6.3 billion) in a proposed 500MW artificial intelligence data centre in Japan’s Akita Prefecture. It may lead a group of Japanese and overseas investors, although no commitment, financing timetable or ownership structure has been announced.

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PIF’s EA Takeover Completes Saudi Gaming Platform

6th August, 2026

Saudi Arabia’s Public Investment Fund has completed its US$55 billion acquisition of Electronic Arts, turning six years of gaming investments into a more complete operating platform spanning mobile publishing, esports, console and PC publishing, sports franchises and direct access to hundreds of millions of players.

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State-Owned Investors Flock to Indian Hospital Chain IPO, and Temasek Reaps the Rewards

5th August, 2026

Manipal Health Enterprises’ INR92.75 billion (US$977 million) initial public offering has attracted a slew of global state-owned investors with Singapore’s Temasek seeing a modest dilution of ownership, but foreign sovereign wealth funds and public pension funds still hold 50.3% of the newly listed hospital group.

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Mubadala Targets Europe’s Housing Shortage With EUR600 Million Commitment

4th August, 2026

Mubadala has committed up to EUR600 million (US$692 million) to two ADD Capital funds covering housing and value-add property in Europe as it moves beyond conventional real estate assets into rental housing development, affordable housing and student accommodation.

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CPP Takes Control of Tarchon as State Capital Addresses Europe’s Grid Bottlenecks

3rd August, 2026

CPP Investments’ C$1 billion (US$714 million) commitment to Tarchon, a proposed subsea power link between the UK and Germany,  is a gamble on the infrastructure needed to move electricity between European markets at a time when energy prices are buffeted by geopolitical risks and transition needs.

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Fund of the Month (Aug'26): Retail Employees Superannuation Trust (Rest)

1st August, 2026

For the past two years, the GSR Scoreboard has recognized Rest as the only Australian superannuation fund with a perfect score (100%). The US$ 77 billion fund has yielded a 7.6% p.a. return for the past decade in the default option for its members. We were delighted to speak with its CIO Mr. Michael Clancy about the fund’s growth, the current strategy to put that capital to work, and the outlook.