SWF Investment in an Age of Geopolitics and AI (IFSWF)
This report is IFSWF's 2026 annual review. Two forces, geopolitical fragmentation and a technology cycle remaking…
SWFs and Central Banks
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A Return to Monetarism? (Hudson Bay Capital Management)
Due to the instability of money demand, monetary policy implementation in the United States has held a smaller and…
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Infrastructure as a Long-Term Asset Class: A Case for Brownfield Infrastructure Reallocation by Sovereign Wealth Funds in a High-Rate Regime
The post-pandemic shift from a near-zero-rate environment to one of persistent inflation and elevated risk-free…
Annual Review 2026: From Clarity to Complexity (Temasek)
On an mark-to-market basis, the fund's net portfolio value (NPV) as at 31 March 2026 was S$518 billion,…
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