News

ADIC continues to build its Dream Team – with a focus on Strategy and Returns

16th September, 2025

This week a new move shook the world of Sovereign Investors, as Australia Future Fund’s CIO Ben Samild quit after 12 years to become the new Chief Strategist of the Abu Dhabi Investment Council (ADIC).

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GIC and ADIA Back Vantage’s APAC Push - What the Johor Deal Signals

15th September, 2025

Vantage Data Centers has secured US$1.6 billion from an affiliate of GIC and a wholly owned ADIA subsidiary to expand its Asia-Pacific platform and acquire Yondr Group’s 300MW+ data-centre campus in Sedenak Tech Park, Johor (Malaysia).

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Mubadala’s du Selldown Demonstrates Portfolio Management and Local Equity Playbook

11th September, 2025

Mubadala’s secondary sale of up to 7.55% of du (EITC) signals how sovereign capital is steering the UAE’s equity markets in 2025, as well as demonstrating its bid to liquidise assets through public markets as it redeploys capital to other strategic sectors.

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NZ Super’s FY25: Solid gains, sober tone - and a clearer steer on where it’s heading

10th September, 2025

The New Zealand Superannuation Fund (NZ Super) ended the year to 30 June 2025 with an 11.84% pre-tax return after costs, lifting assets to NZ$85.1 billion (US$50.5 billion) and adding NZ$8.4 billion (US$5.0 billion) over the year.

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NPS mid-2025: Solid Returns, Currency Volatility, and a Strategic Tilt

9th September, 2025

South Korea’s National Pension Service (NPS) posted a +4.08% money-weighted return in the first half of 2025, generating KRW 49.8 trillion (US$36.9 billion) of investment income.

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Global Buyers Line Up for US$1bn TWF Bond, Validating a Programmatic Approach

8th September, 2025

Turkey’s sovereign wealth fund has made a bold return to the dollar market.

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Dutch Pension Fund’s US$17bn Break with BlackRock Shows Net Zero Fault Line

5th September, 2025

PFZW, the EUR250 billion Dutch healthcare pension fund managed by PGGM, has announced it is pulling a EUR14.5 billion (US$17 billion) mandate from BlackRock, over climate stewardship – revealing an ideological fault-line that has emerged over ESG investment and climate stewardship.

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OIA’s bilateral push: deals that serve a domestic mandate

4th September, 2025

Oman’s Investment Authority is stitching together a network of bilateral deals that look outward but point home, leveraging the sovereign wealth fund for Oman’s goal to develop its economic and geopolitical heft.

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Thames Water’s cliff-edge is a stress test for UK regulated infrastructure

3rd September, 2025

Thames Water’s slow-motion crisis has become the Rorschach test for how attractive - or not - UK regulated infrastructure is to sovereign wealth funds (SWFs) and public pension funds (PPFs).

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Abu Dhabi’s Global Health Triad: PureHealth, Arcera, M42

2nd September, 2025

Abu Dhabi’s sovereign wealth funds have spent the past 18 months turning healthcare and life sciences into platforms with international reach.

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Fund of the Month: Baiterek National Managing Holding JSC

1st September, 2025

In 2013, Kazakhstan spun off the portfolio of financial institutions from Samruk-Kazyna and established another SWF, Baiterek, which has evolved significantly since then. We were delighted to speak with Mr. Timur Onzhanov, the Fund’s Deputy Chairman of the Management Board, about Baiterek’s strategy and plans.

NBIM’s Israel Exclusions: Governance vs. Geopolitics - and the Portfolio Implications

29th August, 2025

Norway’s NOK20.2 trillion (US$2 trillion) Government Pension Fund Global (GPFG) has shed stakes in 23 Israeli companies since the end of June after an accelerated ethics review by its manager, Norges Bank (NBIM).

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