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SOFAZ’s Record Year Comes With a Caveat: Gold Concentration is Key Risk

24th October, 2025

Azerbaijan’s State Oil Fund (SOFAZ) has powered through 2025 with the strongest balance-sheet expansion in its history, but the very engines of that growth – notably its high concentration in gold – also sharpen the downside if conditions turn.

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ADIA and GIC’s Hologic Take-Private Deal Demonstrates Sovereign Alliance Theme

23rd October, 2025

Blackstone and TPG’s US$18.3 billion take-private of Hologic - backed by “significant” minority cheques from Abu Dhabi Investment Authority (ADIA) and Singapore’s GIC – underlines the trend towards repeat, programmatic co-investment by sovereign funds alongside tier-one sponsors, delivering cheaper, faster equity and the follow-on capacity needed for platform growth.

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AustralianSuper joins the rush for UK “living” assets

22nd October, 2025

AustralianSuper, Australia’s largest pension fund, has launched a new UK Living Platform with an initial GBP500 million commitment, adding to around GBP14 billion of commitments by global state-owned investors to the UK's housing market in the past seven years.

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Saudi Infra, Global Money: Inside the $11bn Leaseback That Lures Sovereign Investors

21st October, 2025

Saudi Aramco’s latest monetisation of its vast Jafurah gas project has pulled in US$11 billion of fresh capital and given sovereign wealth and public pension funds another large, durable way to put money to work in the Gulf without taking a direct bet on commodity prices.

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India's US$50bn Bharat Sovereign Wealth Fund: The Right Model, The Real Risks

20th October, 2025

India is weighing a new state investment vehicle - the tentatively titled Bharat Sovereign Wealth Fund (BSWF) - with a mooted starting corpus of about US$50 billion.

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Nigeria’s Oyo and Lagos States Inch Towards Sub-National SWF Revolution

17th October, 2025

The Nigerian states of Oyo and Lagos are moving ahead with state-level sovereign wealth funds that, if properly executed, could reshape how sub-national governments finance growth, manage shocks and build credibility with long-term investors in Africa’s most populous country.

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ADQ-Backed Lunate Forges Logistics Alliance to Address GCC Supply-Chain Gaps

16th October, 2025

Blackstone and Abu Dhabi-based Lunate have launched GLIDE, a platform targeting about US$5 billion of Grade-A logistics across the Gulf.

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Kenya’s SWF Plan Is Back - This Time With a Funding Source

15th October, 2025

Kenya is set to establish two state investment vehicles - a sovereign wealth fund (SWF) and a standalone infrastructure fund - seeded with proceeds from a planned IPO of Kenya Pipeline Company (KPC), the latest in a long-standing bid to develop a state-owned investment

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Qatar's LatAm Play: QIA Invests in Colombian Renewables Leader

14th October, 2025

Qatar Investment Authority’s additional US$535 million into ISAGEN, lifting its stake to roughly 15% alongside Brookfield Renewable Partners’ plan to rise to about 38% - fits a clear pattern.

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Global SWF presents its MENA Report in Abu Dhabi

13th October, 2025

Last week, Global SWF presented its 2025 MENA Special Playbook at an event co-hosted with American law firm Morgan Lewis, at the Rosewood Hotel (ADGM) in Abu Dhabi. This is the fifth SWF conference organized by Global SWF in the past 15 months, after two similar workshops in New York, and two more in Singapore.

Panama’s Sovereign Wealth Fund Trades IOUs for Bonds - and Gains Room to Move

10th October, 2025

Panama’s Fondo de Ahorro de Panamá (FAP) has quietly undergone a major structural upgrade. The sovereign wealth fund exchanged a portfolio of non-tradable government promissory notes for liquid Republic of Panama bonds, thereby turning paper promises into real, marketable assets.

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Temasek-La Caisse get the green light in India, signalling development of the real estate cycle

9th October, 2025

India’s competition regulator has cleared a fresh slate of minority stakes that link Temasek and La Caisse’s real-estate arm, Ivanhoé Cambridge, to a network of Singapore-incorporated vehicles holding Indian office assets.

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