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Electrification of European Rail Boosted by Sovereign Funds

4th May, 2023

Singaporean sovereign wealth fund GIC has joined Canadian, Dutch and Abu Dhabi peers in Europe’s expansion of electric railways, a growth area that is backed by a modal shift to rail as a key enabler of the decarbonisation of supply chains.

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CDPQ Set to Lead Canadian Tilt to Europe

24th April, 2023

CDPQ’s decision to deploy US$11.2 billion in European private markets via an expanded London-based team follows a trend among Canada’s Maple 8 public pension funds seen in recent years.

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PSP Delivers a Towering Investment in Telecoms

2nd March, 2023

Canadian public pension fund PSP is aiming for the skies with a US$3 billion deal alongside EQT Active Core Infrastructure to buy out the NASDAQ-listed Radius Global Infrastructure.

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Canadian Funds’ War for Talent

11th January, 2023

On Monday, the Alberta Investment Management Corporation (AIMCo), the province’s US$ 129 billion manager of pension and sovereign capital, announced the appointment of David Scudellari as Senior Executive Managing Director, and Head of International Investments. David served for seven years at the US$ 185 billion Public Sector Pension Investment Board (PSP Investments) where he opened the New York office; built a US$ 22 billion global credit business, and acted as interim CFO and Head of Credit and Private Equity. The poaching seemed amicable, and shortly after the announcement, AIMCo and PSP announced a new agreement that will allow AIMCo leverage PSP’s private credit origination capabilities, which David built.

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Canadian Pension Funds Ride the Wave of Life Science Real Estate Investments

20th October, 2022

Norway’s US$1.2 trillion sovereign wealth fund manager Norges Bank (NBIM) and the US$185 billion Canadian Public Sector Pension Investment Board (PSP) have kicked off their GBP1.5 billion UK life science real estate partnership with an acquisition in the university city of Cambridge.

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Canadian Funds Divest US Road Asset as they Tilt Towards Asian and European Infra

14th September, 2022

Canadian public pension funds CPP Investments and Ontario’s OMERS have cashed in their investment in Skyway Concession Company (SCC) at twice the value they invested, supporting the idea that infrastructure is a hedge against volatility in more liquid assets, such as public equities.

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European Infra Push: Emirati Funds Target Greece, Canadians Aim at Germany

30th August, 2022

Emirati and Canadian funds are following a similar pattern in Europe, pledging big capital injections in infrastructure following top-level bilateral diplomacy.

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Student Accommodation: A Hedge Against Risk

23rd June, 2022

Sovereign investors have devoted around US$11 billion to student accommodation from 2015, nearly half of which has come from Singapore’s sovereign wealth fund GIC.

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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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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.

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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.

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