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PIF’s global investing will continue, but on a tighter domestic leash

26th March, 2026

Yasir Al-Rumayyan’s claim that PIF remains committed to investments around the world is true in the narrow sense that Saudi Arabia has not halted outbound dealmaking.

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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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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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AP7: Insourcing Beta, Building Platforms and Testing Resilience

23rd February, 2026

Sweden’s AP7 has spent most of its 25-year history running a vast, low-cost, largely outsourced global equity portfolio for premium pension savers, but in in 2025 that model delivered a modest 4.2% total return which was subdued compared with the prior year’s surge yet still consistent with its long-term objectives.

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China Investment Corporation in the Year of the Fire Horse: Speed, Heat and Control

20th February, 2026

The lunar calendar turned to the Year of the Fire Horse this week. In traditional Chinese symbolism, the Horse represents movement, independence and forward drive, while the Fire element adds intensity and volatility.

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Reframing QIA: global returns, domestic capability

2nd February, 2026

For most of its first two decades, the Qatar Investment Authority (QIA) looked like a classical mega-sovereign wealth fund: global diversification, long-duration ownership and selective strategic stakes, with the main question being what to own and where.

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Aramco Steps Forward as PIF Recalibrates: How Vision 2030 Is Being Restructured

27th January, 2026

Saudi Arabia’s reported restructuring of the Neom giga-project marks more than a project reset. It reflects a deeper institutional shift in how Vision 2030 is financed, governed and executed.

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UAE President’s India Visit Underscores a Decade-Long Shift in Sovereign Wealth Strategy

21st January, 2026

When UAE President Mohamed bin Zayed Al Nahyan – aka MBZ – visited India on 19 January, the joint statement that followed ranged across trade, defence, energy, technology and education.

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Indonesia’s sovereign investors diverge as Danantara scales up and INA pivots to private sector deals

20th January, 2026

Indonesia enters 2026 with two sovereign investment vehicles that were in danger of blurring boundaries, but are now being pushed into distinct roles, finally resolving questions Global SWF asked throughout 2025: how is the Southeast Asian state defining their distinct mandates?

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Treasury moves to calm sovereign wealth fund tax fears - but questions remain

19th January, 2026

When concerns began to circulate late last year that the Trump administration was preparing to upend the tax treatment of SWFs, the reaction  saw lawyers issue alerts, investors reviewing strategies and fund managers fielded anxious calls.

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Korea Investment Corporation moves from review to implementation of TPA

7th January, 2026

After more than a year of internal review and external consultation, Korea Investment Corporation (KIC) has formally committed to adopting a Total Portfolio Approach (TPA), marking a significant evolution in both its investment framework and organisational model.

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