Layout:

Mozambique’s LNG Piggy-Bank Is Finally Filling - Now Comes the Hard Part

20th August, 2025

Mozambique’s newborn sovereign wealth fund (FSM) is starting to look like a real fund rather than a legislative ambition.

Subscriber Post

Putin’s Dealmaker-In-Chief: How Kirill Dmitriev and RDIF Turned Sovereign Wealth into Russian Statecraft

19th August, 2025

At the weekend’s Trump–Putin summit in Anchorage, one Russian attendee stood out among the security veterans: Kirill Dmitriev, head of the Russian Direct Investment Fund (RDIF) and now Putin’s special envoy for international economic and investment cooperation.

Subscriber Post

Mubadala’s Public Equity Strategy: Chips, Credit, and Crypto

18th August, 2025

Mubadala’s US-listed equity footprint continues to be defined by a single, sovereign-scale anchor with a widening range of strategic investments.

Subscriber Post

Beyond the Rally: Saudi's PIF Sells Heat, Buys Durability in US Equities

15th August, 2025

While US equities recovered from the shockwaves of President Trump’s April 2 “Liberation Day” trade tariff proclamation, Saudi Arabia’s Public Investment Fund (PIF) chose instead to shrink its US public equity footprint by about 6.6% from US$25.5 billion to US$23.8 billion.

Subscriber Post

PIF: Scale, Speed, and the Growing Pains of a US$1 Trillion Vision

14th August, 2025

Saudi Arabia’s Public Investment Fund (PIF) reported another year of stellar growth in its 2024 annual report with some strong headline numbers: AUM surged 19% to US$913 billion, cumulative domestic investments since 2021 topped US$171 billion, and PIF now represents around 10% of the Kingdom’s non-oil GDP.

Subscriber Post

Zero Two’s ASEAN Move Marks Abu Dhabi’s Entry into Global Hyperscale Stakes

13th August, 2025

Abu Dhabi’s ADQ made a bold digital infrastructure move with its first overseas deal via its digital infra arm Zero Two.

Subscriber Post

OTPP Strategy: Building Dry Powder Through Capital Recycling and Raising Liquidity While Slashing Leverage

12th August, 2025

The Ontario Teachers’ Pension Plan (OTPP) just posted its mid-year results for 2025 at a time of great change, both for the fund and its operational environment.

Subscriber Post

How Abu Dhabi’s Stablecoin Signals a Sovereign Crypto Endgame

11th August, 2025

When Abu Dhabi’s ADQ joined forces with International Holding Company (IHC) and First Abu Dhabi Bank to launch a UAE Dirham-backed stablecoin, it was a geopolitical move, a monetary gambit, and a market-access play rolled into one.

Subscriber Post

PIF Redefines Football as an Asset Class – and Geopolitical Soft Power

8th August, 2025

Football transfer windows rarely generate headlines in boardrooms and among institutional investors, but the arrival of Saudi Arabia’s Public Investment Fund (PIF) has changed that calculus entirely.

Subscriber Post

Sovereign Investors Grapple with Israel Investment Risks

7th August, 2025

Norway’s US$1.8 trillion Government Pension Fund Global (GPFG) - the world’s largest sovereign wealth fund, managed by Norges Bank Investment Management (NBIM) - has just launched a fresh review of its Israeli holdings following  revelations that it raised its stake in Bet Shemesh Engines, a jet engine supplier to the Israeli military, from 1.3% to over 2% in 2024.

Subscriber Post

Iran’s National Development Fund: US$30 Billion Left - But Who Really Benefits?

6th August, 2025

Iran’s sovereign wealth fund - the National Development Fund of Iran (NDFI) - is sitting on a reported "balance" of US$30 billion, according to the Fund’s chairman Mehdi Ghazanfari.

Subscriber Post

Beyond the Cloud: The Global Battle for Digital Infrastructure Ownership

5th August, 2025

Singapore’s GIC has cut through the noise of global deal-making with its EUR1.4 billion (US$1.5 billion) acquisition of a 25% stake in Spain’s new fiber optic powerhouse - a joint venture with MasOrange and Vodafone Spain.

Subscriber Post