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OTPP Strategy: Building Dry Powder Through Capital Recycling and Raising Liquidity While Slashing Leverage

12th August, 2025

The Ontario Teachers’ Pension Plan (OTPP) just posted its mid-year results for 2025 at a time of great change, both for the fund and its operational environment.

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How Abu Dhabi’s Stablecoin Signals a Sovereign Crypto Endgame

11th August, 2025

When Abu Dhabi’s ADQ joined forces with International Holding Company (IHC) and First Abu Dhabi Bank to launch a UAE Dirham-backed stablecoin, it was a geopolitical move, a monetary gambit, and a market-access play rolled into one.

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PIF Redefines Football as an Asset Class – and Geopolitical Soft Power

8th August, 2025

Football transfer windows rarely generate headlines in boardrooms and among institutional investors, but the arrival of Saudi Arabia’s Public Investment Fund (PIF) has changed that calculus entirely.

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Sovereign Investors Grapple with Israel Investment Risks

7th August, 2025

Norway’s US$1.8 trillion Government Pension Fund Global (GPFG) - the world’s largest sovereign wealth fund, managed by Norges Bank Investment Management (NBIM) - has just launched a fresh review of its Israeli holdings following  revelations that it raised its stake in Bet Shemesh Engines, a jet engine supplier to the Israeli military, from 1.3% to over 2% in 2024.

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Iran’s National Development Fund: US$30 Billion Left - But Who Really Benefits?

6th August, 2025

Iran’s sovereign wealth fund - the National Development Fund of Iran (NDFI) - is sitting on a reported "balance" of US$30 billion, according to the Fund’s chairman Mehdi Ghazanfari.

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Beyond the Cloud: The Global Battle for Digital Infrastructure Ownership

5th August, 2025

Singapore’s GIC has cut through the noise of global deal-making with its EUR1.4 billion (US$1.5 billion) acquisition of a 25% stake in Spain’s new fiber optic powerhouse - a joint venture with MasOrange and Vodafone Spain.

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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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