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
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
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
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.
31st August, 2026
Sweden’s pension fund consolidation has produced three larger income-pension buffer funds with different portfolios and markedly different first-half returns. AP2 returned 9.6% after costs in H1 2026, against 7.6% at AP3 and 6.8% at AP4, with the three funds reporting a combined SEK2.33 trillion (US$243 billion) at the end of June.
Subscriber Post
28th August, 2026
CPP Investments is taking a larger role in ReNew Energy Global after agreeing with founder and CEO Sumant Sinha to buy out public shareholders at US$7.02 a share. Abu Dhabi Investment Authority (ADIA) and Japanese utility JERA will keep their stakes, leaving the Indian renewables group backed by investors willing to provide further equity after its Nasdaq listing failed to deliver the valuation needed to support its expansion.
Subscriber Post
27th August, 2026
Future Fund Chief Executive Officer Raphael Arndt will leave at the end of 2026 with no successor yet named, opening a leadership transition as Australia’s sovereign wealth fund reports one of its strongest annual returns and begins putting more capital behind its expanded national-investment mandate. The timing puts succession alongside the wider question of how Future Fund preserves investment independence while taking on a more explicit domestic role.
Subscriber Post
26th August, 2026
Qiddiya has signed a memorandum of understanding with the French government to explore a EUR6 billion (US$7 billion) entertainment development of up to three parks near Paris.
Subscriber Post
25th August, 2026
The UK's fifth Sovereign AI investment adds to a growing pool of state-backed vehicles in China, Europe, the Gulf and Asia, as governments seek equity exposure to the companies and infrastructure driving artificial intelligence.
Subscriber Post
24th August, 2026
CPP Investments is placing more capital with Blackstone, KKR and EQT to reach manager-led infrastructure transactions, but is still retaining direct control where it can pair capital with an experienced operator.
Subscriber Post
21st August, 2026
Four Temasek-backed Indian companies have risen sharply after listing this month, giving the Singapore investor a series of public market gains after years of private investment.
Subscriber Post
20th August, 2026
Some of the world’s largest sovereign wealth funds and public pension funds are concentrating more capital with hedge fund managers, with the Abu Dhabi Investment Council (ADIC) becoming one of the biggest new sources of allocations in 2026.
Subscriber Post