Global SWF has announced the publication of its March 2026 Report. They provide highlights:
1. Sovereign Investors had a stronger February, with US$ 25.2 billion deployed in 52 transactions. Read all about the deals, results, appointments, vacancies, and other activities at the Global SWF Times.The interesting element here is the focus on the U.S: and A.I, investment. The investment focus suggests, in turn, a deeper interpenetration between public finance (one step removed) and the management and elaboration of the AI sector.
2. A significant part of this capital is being invested in AI “start-ups”. We offer an in-depth analysis of the funding of the 10 largest private companies, and how much Sovereign Investors are betting on them.
3. The infographic of the month looks at the geographical split of the portfolios of the Top 40 Sovereign Investors, and how these have changed over the past 20 years. The big winner has been the United States.
4. The fund of the month goes to New Mexico State Investment Council (NMSIC), which is aiming at becoming the US largest state fund by 2030. Do not miss our chat with its SIO (CEO), Mr. Jon Clark. In that context, we run a comparison between NMSIC, Alaska PFC and Texas PSF, the three largest US SWFs – looking at growth of their balance sheet, asset allocation and investment performance.
FTI Consulting has had this to say:
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| Both pix credit here |
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