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Canadian Pension Funds Accelerate Indian Roads Drive with US$816mn Investment

15th June, 2022

Two of Canada’s biggest public pension funds have ramped up their investments in the Indian road network, contributing a total of US$816 million to a US$1.2 billion deal to acquire assets from Brookfield.

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The Elephant in the Room - are Sovereign Investors beating the markets?

2nd May, 2022

Comparing returns across State-Owned Investors is never easy and it always takes a lot of assumptions and disclaimers. Yet, most funds have now reported their FY21 results, and we have looked at the average investment returns for the past six years (which we consider a fair investment cycle) across 20 major SWFs and 20 major PPFs in an apples-to-apples analysis.

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Australian Funds’ Faith in Domestic Infra: The Case of Sydney Airport

12th March, 2022

Australian public pension funds helped take Sydney Airport private, affirming Global SWF’s analysis that Australian real assets are a hot target for investment despite the challenges facing the aviation sector.

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Australia Joins Post-Brexit UK Investment Rush

12th February, 2022

 AustralianSuper, Australia’s largest pension scheme, is planning U$D31 billion of investments in the UK and Europe over the next five years as it looks to double the value of its UK assets.

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Gale-Force Winds for the Super Consolidation Down Under

3rd December, 2021

Yesterday AustralianSuper successfully completed the acquisition of Club Plus Super, which will feed the largest superannuation scheme in the country with 60,000 new members and US$ 2.25 billion in assets. This acquisition does not come as a surprise though, as a total of nine transactions have been announced or completed in the past 18 months Down Under.

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Amid Energy Crisis, Qatar Looks to Snap Up British Gas Infra Assets

29th November, 2021

The Qatar Investment Authority (QIA) is looking to deepen its exposure to British infrastructure and is touted as one of the potential buyers for US$7 billion worth of British electricity and natural gas transmission networks.

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Canadian Public Pension Funds Sparked by Australian Infrastructure Deal

26th November, 2021

The approval of the A$5.2 billion (US$3.7 billion) takeover of Spark Infrastructure by a consortium of private equity giant Kohlberg Kravis Roberts (KKR), the Ontario Teachers’ Pension Plan (OTPP) and PSP Investments marks the latest acquisition involving Canadian public pension funds, who have emerged as the leading foreign investors in Australian infrastructure.

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Sovereign Investors Lead the Charge in Australian Infra and Real Estate Boom

20th October, 2021

Sovereign investment in Australian real assets is soaring to new heights with US$9 billion spent on real estate and more than US$6 billion deployed into infrastructure – and this month is seeing the pace of investment continue.

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Australia's New Merged Super Fund Looks to a New Era

28th September, 2021

The merger of Australia’s QSuper and Sunsuper creates the country’s second biggest public pension fund with AUM of US$152 billion and two million members, sending the combined entity up the global league table to 22nd place, between Denmark’s ATP and behind Canada’s BCI and PSP Investments.

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What do Québec and New South Wales have in common?

20th September, 2021

Earlier today, Transurban announced that it would acquire the remaining 49% in WestConnex along with a group of State-Owned Investors including AustralianSuper, ADIA, CPP and CDPQ. The NSW Government expects to receive US$ 8 billion for the privatization, which will use to keep fueling NGF’s growth. So, in a way, NSW keeps benefitting from its relationship with Québec’s government, QGF and, ultimately, CDPQ.

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NZ Super Leads The Antipodean Funds With Bumper Return

14th September, 2021

New Zealand’s US$42 billion NZ Super has notched up its best ever return of 29.6%, beating its benchmark by 1.7% and surpassing the performance of Australia’s public pension fund AustralianSuper (20.4% on the balanced fund) and its sovereign wealth fund the Future Fund (22.2%).

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Unfazed Sovereign Investors Pour US$9.6 billion into Australian Real Assets

13th September, 2021

State-owned investors are taking very different approaches to Australian real assets impacted by the pandemic, although long-term strategic factors rather than short-term tactical moves are driving current divestment and acquisition activity.

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