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Mubadala Weighs Record US$6.3 Billion Japan AI Data Centre Investment

7th August, 2026

Abu Dhabi’s Mubadala Investment Company is considering investing up to JPY1 trillion (US$6.3 billion) in a proposed 500MW artificial intelligence data centre in Japan’s Akita Prefecture. It may lead a group of Japanese and overseas investors, although no commitment, financing timetable or ownership structure has been announced.

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PIF’s EA Takeover Completes Saudi Gaming Platform

6th August, 2026

Saudi Arabia’s Public Investment Fund has completed its US$55 billion acquisition of Electronic Arts, turning six years of gaming investments into a more complete operating platform spanning mobile publishing, esports, console and PC publishing, sports franchises and direct access to hundreds of millions of players.

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State-Owned Investors Flock to Indian Hospital Chain IPO, and Temasek Reaps the Rewards

5th August, 2026

Manipal Health Enterprises’ INR92.75 billion (US$977 million) initial public offering has attracted a slew of global state-owned investors with Singapore’s Temasek seeing a modest dilution of ownership, but foreign sovereign wealth funds and public pension funds still hold 50.3% of the newly listed hospital group.

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Mubadala Targets Europe’s Housing Shortage With EUR600 Million Commitment

4th August, 2026

Mubadala has committed up to EUR600 million (US$692 million) to two ADD Capital funds covering housing and value-add property in Europe as it moves beyond conventional real estate assets into rental housing development, affordable housing and student accommodation.

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CPP Takes Control of Tarchon as State Capital Addresses Europe’s Grid Bottlenecks

3rd August, 2026

CPP Investments’ C$1 billion (US$714 million) commitment to Tarchon, a proposed subsea power link between the UK and Germany,  is a gamble on the infrastructure needed to move electricity between European markets at a time when energy prices are buffeted by geopolitical risks and transition needs.

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Fund of the Month (Aug'26): Retail Employees Superannuation Trust (Rest)

1st August, 2026

For the past two years, the GSR Scoreboard has recognized Rest as the only Australian superannuation fund with a perfect score (100%). The US$ 77 billion fund has yielded a 7.6% p.a. return for the past decade in the default option for its members. We were delighted to speak with its CIO Mr. Michael Clancy about the fund’s growth, the current strategy to put that capital to work, and the outlook.

Germany's KENFO Bets On Private Markets As Nuclear Liabilities Rise

30th July, 2026

Germany’s EUR25.6 billion (US$30.1 billion) nuclear waste fund remains ahead of its funding requirement, but its investment strategy is entering a more demanding phase.

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Mubadala Capital Adds Tokenised Funds to Abu Dhabi’s Digital Asset Strategy

29th July, 2026

Mubadala Capital has opened tokenised access to an evergreen private-markets strategy across Base, Solana and Sui. The US$75 million launch is small, but it extends the sovereign-owned manager’s established model of seeding investment products with its own capital and raising outside money around them.

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Türkiye Wealth Fund’s Scale Grows, but Its Liqudity Test Gets Harder

28th July, 2026

Türkiye Wealth Fund’s consolidated assets rose by 49% to TRY 19.0 trillion (US$ 443.4 billion) in 2025, but the state’s share of earnings weakened. Revenue and operating profit increased, while consolidated net profit was almost unchanged in local currency and profit attributable to TWF fell by 14%.

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KIA's Wren House Extends Platform Strategy with Lightsource Bid

27th July, 2026

Wren House Infrastructure Management’s reported bid for Lightsource would take the Kuwait Investment Authority (KIA) subsidiary further into the development, financing and ownership of new infrastructure.

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GIC reports a strong FY26, new AuM estimated at US$ 1.16 trillion

24th July, 2026

On Friday, GIC released the annual report for the fiscal year ended on March 31, 2026. The document reveals a very strong year, with the Singaporean SWF reaping the rewards of a portfolio increasingly focused on US markets, on equities, and on technology.

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Guns N’ Royalties: State Investors Turn Songs and Science into Income

23rd July, 2026

A portfolio containing “Don’t Stop Believin’”, “Bad Romance” and “Livin’ on a Prayer” might sound like the soundtrack to a distressed assets meeting, but for GIC and Sony Music Group it is the background music of a royalty portfolio reportedly worth close to US$4 billion.

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