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NBIM's €1.5 Billion Ares Deal Comes as Pension Funds Increase Logistics Investment

6th November, 2026

Norway's Norges Bank Investment Management (NBIM) has committed €1.5 billion (US$1.68 billion) to a European warehouse partnership with Ares Real Estate.

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Democrats Take Congress: Sovereign Investors Face Greater Scrutiny as US Wealth Fund Stalls

5th November, 2026

Democrats have won control of both houses of Congress in midterm elections dominated by the Iran war and high living costs. President Trump has spent much of his second term courting Gulf investors and forging close personal ties with the region's leaders.

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QIA Takes Qai's AI Infrastructure Strategy to the UK With US$27bn Drax Plan

4th November, 2026

Qatar Investment Authority (QIA) is extending its sovereign AI infrastructure strategy into the UK through a proposed GBP20 billion (US$26.82 billion) data centre development at Drax Power Station in North Yorkshire.

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US$3.1 Billion LNG Canada Deal Tests the Maple Funds’ Domestic Investment Push

3rd November, 2026

CPP Investments, OMERS, PSP Investments and IMCO are joining Blackstone in a US$3.1 billion investment linked to Mitsubishi Corporation’s interest in LNG Canada. The deal brings Canadian pension money into one of the country’s largest energy projects as Ottawa seeks more investment at home.

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PIF Brings Aramco Into HUMAIN to Share the Cost of Saudi AI Expansion

2nd November, 2026

Saudi Aramco’s acquisition of 49% of HUMAIN extends a growing investment relationship with PIF but changes its character. PIF has brought the oil company almost to parity in a national champion it established only last year, shifting part of HUMAIN’s future equity requirement onto another Saudi state-controlled balance sheet while retaining 51% and strategic control.

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Fund of the Month (Nov'26): PGGM (Netherlands)

1st November, 2026

PGGM is one of Europe’s largest pension investors, managing EUR 271 billion (US$ 310 billion) on behalf of 5.8 million participants as of June 30, 2026. The majority of assets belongs to PFZW, the pension fund for healthcare and welfare workers. Its strategy integrates returns, risk and sustainability (“3D approach”), and the organization is currently undergoing a significant transformation to implement the Dutch pension system reform and transitioning towards a more integrated model.

Iran War Widens Valuation Gap Across Gulf SWF Energy Portfolios

30th October, 2026

Higher oil and gas prices have not benefited Gulf sovereign funds equally. Businesses that can keep producing and delivering scarce supplies have gained most. Reliance on Hormuz, force majeure and physical damage have reduced what investors will pay for Gulf operations.

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Danantara seeks exchange stake as MSCI questions investor access to Indonesia’s market

29th October, 2026

Danantara is buying Indonesian shares it considers undervalued following the market sell-off triggered by MSCI’s proposed downgrade. The sovereign investor says purchases are driven by expected returns and company fundamentals, with no explicit mandate to stabilise the market.

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Doha Investment Adds QAR5bn to Broaden the Market for Qatar’s State Assets

28th October, 2026

Doha Investment is adding QAR2.4 billion (US$659 million) of new cash to Qatar’s Active Asset Management Initiative, almost doubling it to QAR5 billion (US$1.37 billion) less than six weeks after the domestic investment platform launched. The programme is small beside Doha Investment’s estimated US$193 billion portfolio, but it offers an early sign of how Qatar plans to use the new institution both to manage state-owned assets and to bring more institutional investors into the market.

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Apollo Stake Shows Mubadala Capital’s Shift From Sovereign Investor PE Arm to Global Asset Manager

27th October, 2026

Apollo is taking a minority stake in Mubadala Capital, moving its relationship with the Abu Dhabi sovereign investor from capital commitments and joint lending arrangements into ownership of the asset management subsidiary.

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Oman and China SWFs Join Sovereign Investment Networks in US$500mn Central Asia Fund

26th October, 2026

Oman Investment Authority (OIA) and China Investment Corporation (CIC) are bringing two established sovereign investment models together in a US$500 million private equity fund for Central Asia and the Caucasus. The Central Asia and Caucasus Private Equity Fund (CACPEF) takes OIA beyond the bilateral partnerships it has built over the past two decades and connects that network with CIC’s growing use of sovereign backed regional investment platforms.

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UK Energy Wealth Fund Starts Late As North Sea Revenues Fade

23rd October, 2026

The UK has announced a GBP2 billion (US$2.68 billion) Energy Wealth Fund (EWF) to turn North Sea tax revenues into renewable and low carbon investment, but it has yet to say what the fund will actually be.

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