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Australian Super Invests in 21st Century Data Center Gold Rush

11th September, 2023

Australian Super has made one of the biggest deals in data center investment by any state-owned investor, with its EUR1.5 billion (US$1.6 billion ) investment in Vantage Data Centers.

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Western Investors "de-China-ize", but Singapore and ME Funds Press Further in China

7th September, 2023

 The world’s biggest sovereign wealth fund, Norges Bank (NBIM), announced today that it had shut its Shanghai office after 16 years of operation, although it insists the decision was “operational” and it would continue to invest both directly and via funds and Singapore would be used as its hub for the region.

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Special Coverage: Singaporeans Elect Their New President

31st August, 2023

Tomorrow, September 1, Singapore will elect a new president with custodial powers to safeguard the nation’s trillion-dollar financial reserves and oversee key appointments to institutions like MAS, GIC and Temasek.

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Hard Lessons in Indian Venture Capital as PharmEasy Valuation Hits SWFs

24th August, 2023

At the height of the Covid-19 pandemic, venture capital investment in e-commerce and healthtech was a no-brainer – and India’s PharmEasy, valued at US$5.6 billion in 2021, provided an ideal opportunity for sovereign investors to jump on the bandwagon in a massive, fast-growing emerging market.

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Indian Tycoon Ambani Breaks Records as Qatar Backs his Retail Giant

23rd August, 2023

Qatar’s sovereign wealth fund has agreed to buy a 1% stake in India’s massive Reliance Retail Ventures Ltd (RRVL) chain for US$1 billion – a valuation that has boosted the value of existing sovereign investor stakes by more than 60% since they bought into the firm in late 2020.

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Singapore's GIC Joins Top Sovereign Investors in Brazil

18th August, 2023

Singapore’s sovereign wealth fund GIC this week struck its second significant deal in Brazil this month with a BRL1.2 billion (US$240 million) retail and logistics venture with Barzel Properties, continuing a quiet rise in investment by the SWF community in the South American nation.

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Movers & Shakers, Summer Edition

11th August, 2023

August is normally a prolific month for appointments and new hires, especially among those funds in the Northern Hemisphere and for those executives with families that need to relocate and find new schools. Here’s an update of what is happening around the human capital of Sovereign Investors:

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OMERS Ventures walks out of London, too

9th August, 2023

OMERS Ventures, the Venture Capital arm of the Ontario public pension fund, announced on Wednesday that it is closing its London program. Of the team members based in the City, managing partners Jambu Palaniappan, Harry Briggs and an associate are reportedly leaving the firm, while managing partner Henry Gladwyn and another associate will relocate to New York to kick off the new team there.

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GIC’s FY22/23 return estimated at -8.1%, new AuM at US$ 769 billion

26th July, 2023

GIC issued its annual report on Wednesday, and it had plenty of information – except for, of course, its one-year single return, and its assets under management (AuM), which continues to argue would be against Singapore’s national interest. However, Global SWF maintains a dynamic and proprietary model that singles out the returns and considers the inflows and outflows to determine its AuM annually.

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ADIA Follows GIC in Japanese Hotel Buy-Outs

19th July, 2023

The Abu Dhabi Investment Authority (ADIA) has teamed up with Singapore-based real estate investor SC Capital Partners and Goldman Sachs Asset Management to acquire a portfolio of 27 Japanese hotels from Daiwa House Industry for US$900 million.

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Temasek loses 5%, reduces investments by half

11th July, 2023

On Tuesday afternoon, Temasek announced its FY23 results, and it was not pretty. For the year ended March 31, 2023, the Singaporean investor booked a -5.1% SGD return (or -3.4% in USD) and a -5.2% loss in portfolio value, from SGD 401 billion (USD 298 billion) to SGD 382 billion (USD 288 billion).

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Real Estate Strategies Shift Towards Serving the Digital Economy and Housing Needs

10th July, 2023

State-owned investors originated nearly US$20 billion in real estate deals in the first half of 2023, excluding their commitments to funds overseen by third party asset managers.

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