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CY25 Early Results: Allocation Structure, Currency Policy and Mandate Discipline

2nd March, 2026

The first group of major sovereign wealth funds and public pension funds to report calendar year 2025 results shows that performance dispersion was primarily structural with high-equity savings funds such as Norges Bank Investment Management (NBIM), the New Zealand Superannuation Fund (NZSuper) and Korea Investment Corporation (KIC) clustered in the mid-teens.

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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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Khazanah Nasional Berhad: Portfolio Reset and Resilience in a Coordinated Investment State

10th February, 2026

Malaysian sovereign wealth fund Khazanah’s 2025 performance indicates a settling down to the historical norm following an exceptional 2024 with its portfolio increasingly aligned with Malaysia’s broader state-capital framework.

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Taiwan’s State--Led Labor Funds Achieve Second Record-Breaking Year

5th February, 2026

Taiwan’s public pension fund manager the Bureau of Labor Funds (BLF) delivered an exceptional performance in 2025 with a 16.1% return on roughly NT$7.79 trillion (US$250 billion) in assets under management, according to figures released by the Bureau of Labor Funds this week, confirming that Taiwan’s labour funds are weighty players in global investing.

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Australia’s Future Fund in 2025: Strong Returns, Structural Shift

4th February, 2026

Australia’s Future Fund delivered a 12.4% return in 2025, boosting its AUM by A$29.5 billion (US$20.1 billion) to A$335.3 billion (US$228.0 billion) after withdrawals.

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NBIM’s 2025 Result: Equity Power, Structural Friction

29th January, 2026

NBIM delivered a 15.1% return in 2025, following 13.1% in 2024, extending the rebound that began after the sharp drawdown of 2022. In historical terms, 2025 sits well above the fund’s long-run annualised return (around 6.6% since 1998), confirming that the last three years have been unusually supportive for a portfolio with large listed equity exposure.

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SOFAZ’s 2025 Results: Growth, Returns and Market Dependence

28th January, 2026

SOFAZ ended 2025 with assets of US$73.5 billion, up 22.5% from US$60.0 billion at the start of the year. The increase of roughly US$13.5 billion reflects a combination of portfolio returns and valuation effects linked to foreign exchange movements and gold prices.

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Singapore’s investment giants are facing a familiar question: what counts as “good” returns?

14th January, 2026

When Singapore’s Parliament returned this week, MPs lined up questions about the performance of GIC and Temasek, two institutions central to the city-state’s fiscal model and its reputation for technocratic stewardship. The immediate trigger was a run of media comparisons suggesting that Singapore’s flagship investors have lagged global peers and public market benchmarks over the past decade.

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CIC assets hit US$1.57trn as leverage rises and transparency declines

11th December, 2025

China Investment Corporation (CIC) closed 2024 with record assets and another year of benchmark-beating performance, according to its annual report released this week. But beneath the headline numbers, the sovereign wealth fund is leaning more on borrowing, ramping up its international portfolio, and disclosing less about how and where it invests.

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NPS weighs tactical boost to Korean equities as rally tests policy limits

11th November, 2025

South Korea’s National Pension Service (NPS) is weighing a tactical increase in its domestic equity exposure after this year’s sharp stock market rally pushed the fund up against its own allocation limits, forcing a collision between long-term diversification policy and short-term political and market pressures.

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NBIM passes US$2trn with a stock-led quarter and a clearer map for transition investments

30th October, 2025

Norges Bank Investment Management (NBIM) delivered a 5.8% return in the third quarter of 2025, with equities up 7.7%, fixed income up 1.4%, unlisted real estate up 1.1%, and unlisted renewables up 0.3%.

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SOFAZ’s Record Year Comes With a Caveat: Gold Concentration is Key Risk

24th October, 2025

Azerbaijan’s State Oil Fund (SOFAZ) has powered through 2025 with the strongest balance-sheet expansion in its history, but the very engines of that growth – notably its high concentration in gold – also sharpen the downside if conditions turn.

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