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Sovereign Wealth Funds Are No Longer Just GP Clients - They’re Becoming the Bosses

4th August, 2025

In the world of high finance, it’s easy to miss a turning point until it’s already happened. Yet, two recent deals - Brunei’s sovereign wealth fund taking a near-20% stake in Bridgewater Associates and Bahrain’s Mumtalakat joining the anchor circle of BlueFive Capital - are bellwethers for a new era in institutional investing.

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Fund of the Month: Citizens of Israel Fund (CIF)

1st August, 2025

In 2022, Israel formally established CIF, a traditional SWFs sourced from natural gas revenues, and with clear mechanisms for deposits and withdrawals, in order to provide macroeconomic stability and save for future generations. We were delighted to speak with Ms. Lena Krupalnik, the Fund’s Head of Management Department, about CIF’s current portfolio and strategy, and future ambitions.

A Billion-Dollar Surge: APG Supercharges Australia’s Renewables with Octopus Deal

31st July, 2025

Dutch pension giant APG Asset Management just lobbed over A$1 billion (EUR563 million) into the heart of Australia’s renewables revolution, shaking up the scene with a major commitment to Octopus Australia’s OASIS platform.

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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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