Layout:

NBIM Steps Up Renewables Push With US$2 Billion Acciona Bid

16th September, 2026

Norges Bank Investment Management (NBIM) could make its second-largest infrastructure commitment in Global SWF’s tracker through an EQT-led bid for Acciona Energía, adding exposure to a renewable energy company with 14.7GW of installed capacity.

Subscriber Post

Canada Calls the Maple 8 Back Home

15th September, 2026

Canada’s push to bring more pension capital into the domestic economy has moved decisively from debate to deployment. Ontario Teachers’ and OMERS have each committed C$10 billion (US$7.2 billion), putting real money behind years of pressure for the Maple 8 to invest more at home. The 10-year record suggests that higher domestic exposure has not consistently come at the expense of total-fund returns.

Subscriber Post

State Capital Bucks Private Equity’s Deal Slump but Follows Its Shift to Scale

14th September, 2026

Private equity entered 2026 with more money moving through fewer deals. KPMG’s latest Pulse of Private Equity puts global investment at US$1 trillion across 9,294 deals in H1 2026, while the rolling 12-month deal count fell to 20,105, its lowest level in more than five years.

Subscriber Post

ADIA Faces a Tougher Test as Alternatives Expand

11th September, 2026

Global SWF estimates that Abu Dhabi Investment Authority (ADIA) returned 8.9% in 2025, pushing assets under management to a record US$1.13 trillion, up 9.7% from US$1.03 trillion a year earlier. The estimate follows this week’s release of ADIA’s 2025 Annual Review, which showed stronger long-term returns and its biggest portfolio allocation changes in several years.

Subscriber Post

Sheikh Tahnoon-led IHC Takes Control of Abu Dhabi's Marlan as Space Spending Jumps to US$1bn

10th September, 2026

IHC has agreed to acquire 80% of Marlan Holding as the Abu Dhabi space company moves from a 10-satellite constellation to a US$1 billion programme involving an initial 50 spacecraft.

Subscriber Post

HUMAIN IPO Would Put a Market Price on PIF’s Saudi AI Strategy

9th September, 2026

Saudi AI platform HUMAIN is an example of how PIF intends to finance the next phase of Saudi industrial development; although the fund provided the initial sovereign capital and had helped to secure technology partners, HUMAIN is aiming at a structure in which third parties contribute 70% of the financing.

Subscriber Post

Maple 8 Price Trump Risk as US Exposure Keeps Rising

8th September, 2026

Canada’s largest public pension funds have become more exposed to the United States since Donald Trump’s November 2024 election, even as tariffs, threats against Canada and wider policy uncertainty have increased the risks attached to the market.

Subscriber Post

GPFG Bond Overhaul Could Move US$106 Billion from Government Debt

7th September, 2026

Norway is asking whether its US$2.44 trillion Government Pension Fund Global (GPFG) needs US$100 billion more sovereign liquidity than its own stress tests suggest. NBIM says “no” and wants the benchmark to earn more from mortgage and government-related debt instead.

Subscriber Post

Sovereign Investors Return to Retail Real Estate After Years of Repricing

4th September, 2026

Retail property has moved from the margins of sovereign real estate investment to one of its busiest segments in 2026.

Subscriber Post

Alibaba and Shein Show How Sovereign Investors Are Repricing China Exposure

3rd September, 2026

Sovereign investors are adding to Alibaba while the public market sharply reprices earlier state-backed investment in Shein, exposing two very different routes into Chinese and China-linked equities.

Subscriber Post

Saudi Tanker Attacks Reinforce Hormuz Disruption as Gulf SWF Mandates Diverge

2nd September, 2026

Two supertankers carrying a combined 4 million barrels of Saudi crude were struck by unidentified projectiles while leaving the Strait of Hormuz on September 1, reinforcing the prospect of prolonged disruption six months into the Iran war.

Subscriber Post

Fund of the Month (Sep'26): New Jersey Division of Investment (NJ DoI)

1st September, 2026

In the past four years, the NJ DoI has achieved annual returns of 9% or more, significantly improving the funding ratio and prospects of the state’s pensions, despite the spin-off of part of its investment portfolio. We were delighted to speak with its Director and Chief Investment Officer Mr. Shoaib Khan about the pension fund’s growth, the current strategy to put that capital to work, and the outlook.