5th June, 2026
Three months into the Iran war, the Gulf is no longer in the first shock phase, but it is not back to normal. Energy flows have partly adapted, sovereign funding markets remain open, and the largest Gulf SWFs are still deploying capital.
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4th June, 2026
Sub-Saharan African governments are creating new sovereign funds from fiscal stress, commodity swings, public asset sales and the reorganisation of state balance sheets.
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3rd June, 2026
South Korea’s proposed Korea Future Investment Corporation gives the Lee Jae-myung administration a more defined state capital tool than the sovereign fund outlined in December.
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2nd June, 2026
Anthropic’s US$65 billion Series H further integrates GIC, Temasek, and MGX into the private ownership of large-model AI.
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1st June, 2026
On April 1, 2026, Border to Coast Pensions Partnership became the UK’s largest, and Europe’s sixth largest institutional investor, with US$ 158 billion in assets. We were delighted to speak with its Chief Investment Officer (Mr. Joe McDonnell) and its Chief Stakeholder Officer (Mr. Ewan McCulloch), about the fund’s growth, the current strategy to put that capital to work, and the outlook.
29th May, 2026
South Korea’s National Pension Service has turned its domestic equity problem into allocation policy, as it tries to balance political objectives with its commercial mandate while having considerable heft in local markets.
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28th May, 2026
Mubadala has realised more than US$3 billion from GlobalFoundries in less than one quarter and yet still controls the strategically important semiconductor producer.
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27th May, 2026
A SpaceX IPO would set a public reference price for Gulf state-capital positions in Elon Musk’s companies, as well as shine a light on Gulf ambitions in AI.
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26th May, 2026
Investment Corporation of Dubai ‘s2025 annual report has passed with limited public attention, but it gives a rare consolidated view of Dubai’s government-owned company network.
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25th May, 2026
A participant-funded forensic report has turned CalPERS’ private market strategy into a wider test of public capital transparency, as it accuses the largest US public pension fund of weak oversight, opaque costs, benchmark problems and incomplete disclosure of private asset economics.
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22nd May, 2026
Spain is moving ahead with its state-investment plan, announced in January, to funding. The government has approved a EUR13.3 billion (US$15.4 billion) injection into the Official Credit Institute (ICO) for España Crece, while COFIDES is the Co-investment Fund (FOCO) to bring Qatar Investment Authority (QIA) into a EUR300 million (US$348 million) growth fund for Spanish companies.
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21st May, 2026
Syria is building new institutions around reconstruction assets, donor funding and foreign investment in an effort to rebuild after years of a devastating civil war, despite the fragility of domestic governance.
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