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Sweden’s AP Funds Merger: Mounting Concerns Over Government Approach

2nd October, 2025

On 30 September 2025 the government’s special investigator delivered an interim report on how to transfer Sjätte AP-fonden (AP6) into Andra AP-fonden (AP2).

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Rewiring Malaysia’s State Capital: Khazanah, EPF, KWAP and Sarawak

2nd October, 2025

Malaysia is entering a new phase of state-capital management, deploying the capital of state-owned investors to a range of sectors that will drive the Southeast Asian economy’s future growth.

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Fund of the Month (Oct'25): DP World

1st October, 2025

DP World was born in 2005 after the merger between Dubai Ports Authority and Dubai Ports International. A year later, its bid for some ports on the East Coast of the USA indirectly changed the SWF industry forever. In 2007, the company was listed in Nasdaq Dubai and raised US$ 5 billion, MENA’s largest ever IPO then. And in 2020, the company was delisted and went back to the full ownership of sovereign fund Dubai World. Today, DP World is the world’s fourth largest port operator and a highly active and acquisitive state investor.

PIF’s US$55 Billion Bet on Electronic Arts: Gaming, Power, and Politics

30th September, 2025

Electronic Arts is going private in the largest leveraged buyout on record. The US$55 billion deal, led by Saudi Arabia’s Public Investment Fund (PIF) with Silver Lake and Jared Kushner’s Affinity Partners, pulls one of gaming’s most influential publishers off public markets and puts it in the center of Riyadh’s Vision 2030 industrial strategy.

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Balancing Beta: NBIM Backs Brookfield Energy Transition Push

29th September, 2025

NBIM has just committed US$1.5 billion to Brookfield Asset Management’s Global Transition Fund II (BGTF II), which represents its second indirect allocation to unlisted renewables and its first to a broad “energy transition” platform.

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Sovereign Investors Plug into Europe’s Grid Supercycle

25th September, 2025

This week, the Dutch government announced the partial sale of TenneT’s German operations to a consortium of long-term investors: Norway’s Norges Bank Investment Management (NBIM), Singapore’s GIC, and Dutch pension fund APG.

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KIC’s First Korean Private Equity Mandates: Strategy, Catch-Up, or Both?

24th September, 2025

The US$206.5 billion Korea Investment Corporation (KIC) is about to award its first mandates to domestic private equity managers. According to industry sources, the sovereign wealth fund will commit between US$100-200 million to two or three Korean firms.

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EGA’s Listing Test: Policy, Power, and Mubadala and ICD Strategy

23rd September, 2025

Emirates Global Aluminium (EGA) is moving forward to an IPO, lining up Citi, Goldman Sachs, Emirates NBD Capital and First Abu Dhabi Bank. A valuation of US$10-15 billion has been estimated, but the listing venue - Abu Dhabi (ADX) or Dubai (DFM) - still in play.

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Botswana launches new sovereign wealth fund to drive growth beyond diamonds

22nd September, 2025

Botswana has launched a new sovereign wealth fund – the Botswana Sovereign Wealth Fund Ltd - with a clear brief: help diversify the economy, support job creation, and professionalise the management of state-owned assets.

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Türkiye Wealth Fund: 2024 performance, 2025 strategy, and the road ahead

19th September, 2025

Türkiye Wealth Fund (TWF) closed 2024 with larger scale, stronger margins, and ample liquidity - setting up a more confident funding strategy through 2025.

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ADIA scores modest gains in 2024, looks at China and India for growth

18th September, 2025

On Wednesday, ADIA released its results for the year ended on December 31, 2024 – surprisingly early when compared to the timeline of the past few years. Below is our usual reading between the lines, for our subscribers:

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Biggest-Ever SWF Divestment: GIC’s Potential US$10bn Exit from YES! Communities

17th September, 2025

GIC could be about to make the biggest commercial divestment in sovereign wealth fund history as it seeks to recycle assets, shore up its resilience and redeploy capital into new strategic sectors.

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