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Sheikh Tahnoon-led IHC Takes Control of Abu Dhabi's Marlan as Space Spending Jumps to US$1bn

10th September, 2026

IHC has agreed to acquire 80% of Marlan Holding as the Abu Dhabi space company moves from a 10-satellite constellation to a US$1 billion programme involving an initial 50 spacecraft.

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HUMAIN IPO Would Put a Market Price on PIF’s Saudi AI Strategy

9th September, 2026

Saudi AI platform HUMAIN is an example of how PIF intends to finance the next phase of Saudi industrial development; although the fund provided the initial sovereign capital and had helped to secure technology partners, HUMAIN is aiming at a structure in which third parties contribute 70% of the financing.

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Maple 8 Price Trump Risk as US Exposure Keeps Rising

8th September, 2026

Canada’s largest public pension funds have become more exposed to the United States since Donald Trump’s November 2024 election, even as tariffs, threats against Canada and wider policy uncertainty have increased the risks attached to the market.

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GPFG Bond Overhaul Could Move US$106 Billion from Government Debt

7th September, 2026

Norway is asking whether its US$2.44 trillion Government Pension Fund Global (GPFG) needs US$100 billion more sovereign liquidity than its own stress tests suggest. NBIM says “no” and wants the benchmark to earn more from mortgage and government-related debt instead.

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Sovereign Investors Return to Retail Real Estate After Years of Repricing

4th September, 2026

Retail property has moved from the margins of sovereign real estate investment to one of its busiest segments in 2026.

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Alibaba and Shein Show How Sovereign Investors Are Repricing China Exposure

3rd September, 2026

Sovereign investors are adding to Alibaba while the public market sharply reprices earlier state-backed investment in Shein, exposing two very different routes into Chinese and China-linked equities.

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Saudi Tanker Attacks Reinforce Hormuz Disruption as Gulf SWF Mandates Diverge

2nd September, 2026

Two supertankers carrying a combined 4 million barrels of Saudi crude were struck by unidentified projectiles while leaving the Strait of Hormuz on September 1, reinforcing the prospect of prolonged disruption six months into the Iran war.

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Fund of the Month (Sep'26): New Jersey Division of Investment (NJ DoI)

1st September, 2026

In the past four years, the NJ DoI has achieved annual returns of 9% or more, significantly improving the funding ratio and prospects of the state’s pensions, despite the spin-off of part of its investment portfolio. We were delighted to speak with its Director and Chief Investment Officer Mr. Shoaib Khan about the pension fund’s growth, the current strategy to put that capital to work, and the outlook.

Sweden’s AP Fund Consolidation Leaves Three Larger Funds With Different Returns

31st August, 2026

Sweden’s pension fund consolidation has produced three larger income-pension buffer funds with different portfolios and markedly different first-half returns. AP2 returned 9.6% after costs in H1 2026, against 7.6% at AP3 and 6.8% at AP4, with the three funds reporting a combined SEK2.33 trillion (US$243 billion) at the end of June.

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CPP Takes Indian Renewables Platform "ReNew" Private as ADIA and JERA Stay Invested

28th August, 2026

CPP Investments is taking a larger role in ReNew Energy Global after agreeing with founder and CEO Sumant Sinha to buy out public shareholders at US$7.02 a share. Abu Dhabi Investment Authority (ADIA) and Japanese utility JERA will keep their stakes, leaving the Indian renewables group backed by investors willing to provide further equity after its Nasdaq listing failed to deliver the valuation needed to support its expansion.

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Arndt Exit Puts Future Fund’s Broader Mandate To A Succession Test

27th August, 2026

Future Fund Chief Executive Officer Raphael Arndt will leave at the end of 2026 with no successor yet named, opening a leadership transition as Australia’s sovereign wealth fund reports one of its strongest annual returns and begins putting more capital behind its expanded national-investment mandate. The timing puts succession alongside the wider question of how Future Fund preserves investment independence while taking on a more explicit domestic role.

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Qiddiya Takes PIF’s Giga-Project Model Abroad With EUR6 Billion France Plan

26th August, 2026

Qiddiya has signed a memorandum of understanding with the French government to explore a EUR6 billion (US$7 billion) entertainment development of up to three parks near Paris.

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