Layout:

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.

Subscriber Post

Sovereign Investors Make a Tactical Movement on Chinese Stocks

15th June, 2022

Latest data gathered by Global SWF shows that most state-owned investors (SOIs) pivoted away from China in their public equity strategies.

Subscriber Post

State Investors' Portfolios Are Pummeled By Geopolitics, But It's Not All Bad News

8th June, 2022

Global SWF has taken stock of portfolio losses in local currency terms and finds that the value of state owned investors' AUM has taken a hammering since Russia’s military action in Ukraine with hundreds of billions of US dollars wiped off their portfolios - yet, there is still a chink of light in the gloom.

Subscriber Post

Greenko Bumps Up Indian Renewables Investment by GIC and ADIA

25th May, 2022

India is set for another injection of sovereign capital in its fast-growing renewable energy sector with new pledges of investment by Canadian, Middle Eastern and Singaporean funds.

Subscriber Post

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.

Subscriber Post

India is Central to CPP's Ambitious Net Zero Targets

12th April, 2022

Canadian public pension behemoth CPP Investments is set to ramp up investments in Indian renewables, CEO John Graham told a press conference in Mumbai this week.

Subscriber Post

Sovereign Funds Look to Lucrative Exits from Emerging Market E-Commerce

18th March, 2022

Sovereign funds are key investors in the digitalization of emerging market economies, with e-commerce becoming a prime target for venture capital sprees in recent years.

Subscriber Post

CalPERS Looks up to Canada with a New Canadian CIO and a Taking CPP’s Advice

22nd February, 2022

The world’s biggest sub-national public pension fund, the US$496 billion California Public Employees’ Retirement System (CalPERS), has finally appointed a new Chief Investment Officer, 18 months after Yu Ben Meng resigned amid allegations of conflicts of interest and costly investment misses.

Subscriber Post

Canada Inc Builds Global Infrastructure Empire with Australia a Prime Target

22nd February, 2022

A US$7.7 billion blockbuster deal backed by four Canadian public pension funds to acquire Australia’s AusNet electricity network is the latest in a string of large infrastructure investments by Canada Inc in the country as they seek to ramp up exposure to low-risk, inflation-proof and stable growth real assets.

Subscriber Post

State Investors Diverge on US Public Equity Allocations

15th February, 2022

Stock exchange filings by state-owned investors, published this week, saw a divergence in strategy and positions in Q4 2021, with leaps in some portfolios slightly offset by downward adjustments in others.

Subscriber Post

GIC Takes a Leading Role in Asian Digital Infrastructure

29th January, 2022

Data centers are the infrastructure of the tech revolution and Singapore’s sovereign wealth fund GIC is boosting the digital superhighways of Asia with more capital.

Subscriber Post

Real Estate Partnerships: Logistics Leads and Canadians are the Biggest Backers

25th January, 2022

Recent weeks have seen a continuation of a theme seen in 2021, when state-owned investors (SOIs) piled record amounts of investment in real estate joint venture partnerships with developers.

Subscriber Post