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GIC remains bullish on Indian equities

9th December, 2021

According to the latest filings in the Bombay Stock Exchange (BSE), GIC has been very active in the Indian markets, and its holdings have increased to US$ 14.8 billion in the quarter ending on September 30, 2021.

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Middle East SWFs Ramp Up Chinese Equities, Canadian PPFs Cut Back

23rd November, 2021

Latest data on Chinese A-shareholdings show that the world’s biggest sovereign wealth funds and public pension funds are moving in radically different directions as their emerging market equities strategies diverge.

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State Investors Back Takeover of Cybersecurity Leader McAfee

10th November, 2021

A US$14 billion deal to buy out cybersecurity firm McAfee has found the backing of Canadian public pension fund CPP, Singaporean sovereign wealth fund GIC and a subsidiary of the Abu Dhabi Investment Authority (ADIA).

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Another Top Ten Hit for Singapore's GIC with US Industrial Property Push

5th November, 2021

Singaporean sovereign wealth fund GIC announced its fifth biggest investment this week, participating as lead investor in the purchase of 328 industrial properties in the US from Swedish private equity firm EQT for US$6.8 billion.

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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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Abu Dhabi Inc Leads Healthcare Investment And Singapore Inc Is Not Far Behind

18th October, 2021

A preliminary agreement for collaboration between G42 Healthcare and Abu Dhabi sovereign wealth fund Mubadala is the latest development in a year that has seen a slew of capital commitments by state-owned investors in the healthcare sector.

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Stock Wars: Sovereign Investors Favour India Over China... For Now

16th September, 2021

Indian public equities are firm favorites over Chinese A-Shares among sovereign investors, although there is a wide difference with the Abu Dhabi Investment Authority (ADIA) increasing its Chinese holdings and Singapore’s GIC’s firmly preferring India, according to the latest research by Global SWF.

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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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Stocks and Bonds Boost Annual Returns, But Private Markets Drive Long-Term Growth

27th August, 2021

Recent annual returns by state-owned investors have demonstrated that the rally in public equities has boosted portfolios, but long-term returns suggest private markets generate stronger yield.

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Tech Crackdown and Urbanization Could Fuel SOI Interest in Chinese Real Estate

13th August, 2021

With Chinese authorities cracking down on big tech to curb their cultural and economic power, institutional investors are looking at other sectors of the country’s economy for long-term yield.

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Brazil: the Next Big Destination for State-Owned Investors

5th August, 2021

Infrastructure is dominant in the Brazilian portfolios of state-owned investors (SOIs), but there are tentative signs that they are seeking to diversify portfolios that are heavily oriented towards the Latin American country’s oil and gas industry.

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OMERS Joins SOIs in Backing Indian Renewables, But is India Lagging?

2nd August, 2021

The infrastructure arm of Ontario’s public employees pension fund OMERS has taken a chunk of Indian renewables producer Azure Power, which is majority owned by Québec’s CDPQ. Yet, Global SWF research finds that state-owned investors are increasingly reticent about risks in the Indian renewables market, while at the same time they are being lured to developed markets where opportunities are opening up in energy transition.

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