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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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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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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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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7th February, 2022
State-owned investors are showing growing confidence in the revival of the travel sector with a renewed impetus for hotel acquisitions.
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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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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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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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29th September, 2021
Canadian public pension funds have been among the leaders in seeking to decarbonize their portfolio and Canada’s second biggest fund - Caisse de depot et placement du Quebec (CDPQ) - is taking it a step further by pledging to divest C$3.9 billion (US$3.1 billion) of oil assets by end-2022.
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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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10th August, 2021
Australian infrastructure is proving to be a big draw for state-owned investors (SOIs) with foreign sovereign funds set to eclipse domestic SOIs as assets are auctioned off. Canadian public pension funds (PPFs) are leading the charge in the electricity utility space, having also boosted their exposure to the country’s real estate sector.
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27th July, 2021
Four leading state-owned investors have thrown their weight behind the Brookfield Global Transition Fund to invest in clean energy and bolster the Paris climate commitment of net zero by 2050.
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