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UK National Wealth Fund broadens from industrial vehicle to strategic capital platform

23rd March, 2026

The National Wealth Fund’s GBP500 million (US$664 million) backing for Greater Manchester’s Good Growth Fund shows how the institution has changed since launch.

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Prologis and GIC’s US$1.6 billion logistics JV fits a broader GIC playbook

20th March, 2026

GIC’s new US$1.6 billion build-to-suit logistics joint venture with Prologis is a continuation of GIC’s long-standing preference for scaled platforms and operating partners with a reawakening of a relationship with Prologis after a 17-year abeyance. It also serves as another sign that the US$936 billion Singaporean sovereign wealth fund wants real estate exposure through specialised, pre-leased assets.

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Future Fund’s private markets reset: senior exits, strong returns, and Abu Dhabi’s growing pull

19th March, 2026

David Bluff and Tammi Fisher, the Future Fund’s co-managing directors of real assets, are leaving at the end of March. Between them, they oversaw private equity, credit, property, infrastructure and energy transition at Australia’s A$267.4 billion sovereign wealth fund – equating to around 45% of assets under management.

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Mubadala Energy’s strategic role is growing as geopolitical turmoil hits energy markets

18th March, 2026

Mubadala Energy is becoming more important to Mubadala, not less. The company is now a gas-weighted international platform with exposure across Southeast Asian upstream gas, US LNG and the Eastern Mediterranean, giving Mubadala a hydrocarbon business that is better aligned with energy security and transition narratives than a pure oil producer would be.

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Aware Super’s scale reset: merger, infrastructure strategy, and the search for consistent outperformance

17th March, 2026

Aware Super’s merger with TelstraSuper and its evolving infrastructure strategy point indicate the fund is seeking scale to improve origination and portfolio execution and not just to cut costs.

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Danantara’s US$50 billion question

16th March, 2026

Indonesian state-owned investor Danantara’s proposed US$50 billion annual contribution to the state is best understood as a long-term discipline target rather than a sustainable near-term payout benchmark.

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NIIF Expands Through Successor Funds and Sovereign Partnerships

12th March, 2026

India’s National Investment and Infrastructure Fund (NIIF) is entering a second phase of development that is characterised by larger successor funds, asset monetisation from earlier platforms and deeper partnerships with global sovereign investors.

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ADIA Targets Real Estate Secondaries as Liquidity Pressures Reshape Private Markets

12th March, 2026

The Abu Dhabi Investment Authority has partnered with Ardian to launch a dedicated real estate secondaries platform to capitalise on a rapidly expanding segment of private markets which are impacted by liquidity pressures and valuation adjustments.

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Qatar’s Barzan and the New Wartime Security Landscape of the Gulf

11th March, 2026

The escalation of conflict involving Iran has reinforced the need for sustaining military capabilities when supply chains become uncertain.

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EDGE at the Front Line: How the Iran War Is Accelerating the UAE’s Defence Industry

10th March, 2026

When the UAE launched EDGE Group in 2019, it was not particularly obvious what the endgame was. The official explanation was to consolidate a cluster of state-owned defence and technology firms into a single entity capable of developing domestic capability.

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From Giga-Projects to Strategic Autonomy: PIF’s Defence Portfolio and Saudi Arabia’s Vision 2030

9th March, 2026

Saudi Arabia’s Public Investment Fund (PIF) has become globally associated with tourism giga-projects, sports investments and technology deals, but another industrial transformation is taking place within its domestic portfolio.

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NBIM’s North American Renewables Entry: Platforms, Partners and the Evolution of the Real Assets Strategy

6th March, 2026

Norges Bank Investment Management (NBIM) has acquired a 33.3% stake in a portfolio of operating renewable energy assets in North America alongside Brookfield and British Columbia Investment Management Corporation (BCI), marking its first renewable infrastructure investment in the region.

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