19th November, 2025
Mubadala’s latest 13F filing for Q3 2025 shows a US-listed equity portfolio that is still dominated by a single strategic holding, but with a steadily more developed supporting cast around it.
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18th November, 2025
Temasek’s US-listed equity portfolio has grown steadily more concentrated, more technology-heavy and more tied to global financial infrastructure over the past 18 months, according to its quarterly 13F filings.
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17th November, 2025
Saudi Arabia’s Public Investment Fund has just done something that, on paper, looks like a rapid exit from US public equities.
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13th November, 2025
In the past two years, public-to-private (P2P) deals have re-emerged as one of the most reliable channels for private capital deployment at a time of volatility, with sovereign wealth funds serving as anchors and cornerstone investors in consortium take-privates.
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12th November, 2025
Qatar Investment Authority (QIA) and ORIX have launched a Japan-only buyout vehicle, OQCI Fund LP, at the yen-equivalent of US$2.5 billion.
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11th November, 2025
South Korea’s National Pension Service (NPS) is weighing a tactical increase in its domestic equity exposure after this year’s sharp stock market rally pushed the fund up against its own allocation limits, forcing a collision between long-term diversification policy and short-term political and market pressures.
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10th November, 2025
For years, Norway’s sovereign wealth fund has tried to be predictable. It has presented itself as a long-term, rules-based investor whose job is to turn oil and gas revenues into broad, steady exposure to the global economy.
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6th November, 2025
By any measure, Egypt in 2025 is still navigating a fragile recovery. It has been left structurally dependent on external support following a decade of repeated currency crises, surging external debt, inflation shocks, and fallout from the wars in Ukraine and Gaza.
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5th November, 2025
Malawi is moving from exploration headlines to actual production with the Kayelekera uranium mining restarting with the promise of foreign exchange inflows, which will be the basis of a planned sovereign wealth fund.
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4th November, 2025
Kuwait’s Public Institution for Social Security (PIFSS) is preparing to restart private equity commitments after a three-year pause, a move that could re-introduce a large, long-duration LP into a market still wrestling with slow exits and uneven fundraising.
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3rd November, 2025
Abu Dhabi has introduced a new state vehicle with minimal public fanfare but immediate consequence.
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1st November, 2025
In 2020, Oman merged SGRF and OIF into a single fund, OIA, which has grown significantly and helped with the reduction of Oman’s debt levels since then. We were delighted to speak with Ms. Samra Al Harthy, the Fund’s Chief Economist and a Board member of the MSX, about OIA’s current setup and future plans.