Layout:

PIF Misses AUM Target as Saudi Equities and Project Write-Downs Weigh on 2025 Performance

19th August, 2026

Saudi Arabia's Public Investment Fund (PIF) ended its 2021-2025 strategy with sharply higher consolidated profit but weaker investment performance, as falling Saudi equities, project impairments and changes to the domestic portfolio weighed on assets under management.

Subscriber Post

L’Imad Offers US$2.1 Billion to Reverse AD Ports Listing

18th August, 2026

L’Imad is seeking to acquire the 24.58% of AD Ports Group it does not already control for around AED7.8 billion (US$2.1 billion), reversing the company’s 2022 listing four and a half years after outside investors provided AED4 billion (US$1.1 billion) of new equity to support its expansion.

Subscriber Post

Who Owns SpaceX? Biggest State-Owned Backers - and the Ones Who Avoided Musk's IPO

17th August, 2026

Global SWF has identified US$41.7 billion of SpaceX shares held by sovereign wealth and public pension funds at the end of June. Most of the value is concentrated in investors that entered SpaceX or xAI before the IPO, while several large funds maintain substantial Magnificent Seven exposure but hold little or no SpaceX.

Subscriber Post

NBIM’s Record H1 Shows Early Progress in Real Assets Reset

14th August, 2026

Norges Bank Investment Management (NBIM) generated a record NOK1,753 billion (US$184.9 billion) investment gain in the first half of 2026, as a Q2 rally in Asian technology stocks pushed the Government Pension Fund Global (GPFG) to a 9.4% return.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post