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OMERS Ventures’ Strategic Shift: Data, Decisions, and the Canadian Pivot

30th July, 2025

The recent exit of Michael Yang from OMERS Ventures is a signal that the Canadian pension-backed venture capital arm is undergoing a major realignment.

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Phoenix Mills and the New Shape of State Capital in Indian Real Estate

29th July, 2025

The sale of Canada Pension Plan Investment Board’s (CPP) 49% stake in Island Star Mall Developers Private Limited (ISMDPL) to The Phoenix Mills ltd marks not just the end of a joint venture, but also a new phase in the evolving relationship between global state capital and India’s most successful retail-led developer.

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King of Co-Investments GIC increases US exposure, AuM rises to US$ 936 billion

25th July, 2025

On Friday, GIC released its results for the year ending on March 31, 2025 and they are quite revealing, even though the Singaporean SWF is opting to be opaquer and vaguer with some of its reporting.

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Hayfin Stake Marks Strategic Expansion of Mubadala’s Burgeoning Credit Portfolio

24th July, 2025

Mubadala’s acquisition of a minority stake in Hayfin Capital Management, alongside AXA IM Prime, fits squarely within its evolving private credit strategy, which has become one of the fund’s most transformative yet understated plays in recent years.

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Smart Infrastructure and SWFs: Why GIC and Mubadala Are Backing Techem’s Next Phase

23rd July, 2025

The US$7.3 billion acquisition of German energy efficiency provider Techem by Partners Group’s Infrastructure unit, alongside GIC, TPG Rise Climate, and Mubadala, marks a significant vote of confidence in digital decarbonization infrastructure.

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SOFAZ 2025: Diversification on Fast-Forward - Renewables, Gold, and Global Recognition

22nd July, 2025

July 2025 is a watershed moment for the State Oil Fund of Azerbaijan (SOFAZ) as it snaps up a 49% stake in Enfinity Global’s 402MW Italian solar portfolio, sending a clear signal that it’s no longer just an energy-backed stabilization fund.

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Temasek’s India Strategy: Going Big, Staying Patient - and Proving the Pundits Right

21st July, 2025

Singapore's Temasek is putting its money where its mouth is in India, turbocharging its portfolio to US$50 billion in 2025, with fresh commitments of US$3–4 billion annually.

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CalPERS reaches historical peak, over a third of portfolio in private markets

15th July, 2025

On Monday, California pension fund CalPERS, which manages pension and health benefits for more than 2 million public employees, retirees, and their families, reported the results for the fiscal year ending on June 30, 2025.

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ADIA’s 2025 Capital Cycle: Quiet Efficiency in a Year of Big Moves

11th July, 2025

The Abu Dhabi Investment Authority (ADIA) has engaged in an accelerated flurry of transactions since the beginning of 2025, demonstrating a methodical, well-honed capital recycling strategy.

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Disciplined Capital, Decarbonised Future: Inside OIA’s US$200mn Energy Transition Fund

10th July, 2025

Oman’s long-term economic vision took a bold leap forward yesterday as the Oman Investment Authority (OIA) and Hong Kong-based asset manager Templewater launched the Sultanate’s first dedicated Energy Transition Fund.

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Temasek FY2025: Weathering the Storm, Catching the Wind

9th July, 2025

Temasek has sailed to new heights in FY2025, not by hugging the US tech coastline, but by deftly trimming its sails and steering for resilience and future growth.

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India’s Green Energy Take-Private Deal Signals Riskier Era for Sovereign Investors

8th July, 2025

Dark clouds are gathering over India’s once-unquestioned renewable energy boom. Last week’s USUS$8-per-share buyout offer for Nasdaq-listed ReNew Energy Global - led by a powerhouse sovereign consortium including the Canada Pension Plan Investment Board (CPP), Abu Dhabi Investment Authority (ADIA), and now Abu Dhabi’s Masdar - might look like a show of confidence. In reality, it’s a canary in the coal mine for global investors betting on Indian green power.

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