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Ardian Engages PIF and QIA in Aviation Investments

14th June, 2024

Private equity group Ardian is combining forces with Qatari and Saudi sovereign wealth funds in two separate major European transactions in the aviation sector, demonstrating an ongoing strategy to work closely with state-owned investors and combine their capital strengths.

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Driving Australian Infrastructure: Domestic SWFs Spend US$1.1bn+ on Toll Roads

13th June, 2024

Two Australian sovereign wealth funds - Future Fund and QIC - have teamed up to buy the EastLink toll road network from their New Zealand counterpart NZSuper and Teachers Insurance and Annuity Association of America.

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Québec: Canadian Fund Boosts Financial Services, Cuts Infra Costs

12th June, 2024

Québec’s public pension fund CDPQ is boosting the expansion of the National Bank of Canada with a C$500 million investment that will boost Montréal’s standing as a financial hub, but is set to issue a report today that recommends cutting back some of the provincial government’s transport infrastructure plans for the capital.

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PIF Set to Boost AUM to US$1trn Through Share Issues, But Risks Abound

11th June, 2024

Reports that Saudi energy firm ACWA Power is planning to raise SAR7.1 billion (US$1.9 billion) through issuing stock to existing shareholders could further boost the Public Investment Fund’s (PIF) AUM as it strides towards a US$1 trillion portfolio – meanwhile, Aramco’s recent secondary offering poses some downside risks for the Saudi state and the economy's long-term diversification.

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NBIM Shareholder Activism: Standing up to Musk, but ESG is not so simple

10th June, 2024

Norway’s Norges Bank Investment Management (NBIM), which oversees the US$1.6 trillion Government Pension Fund Global (GPFG), has announced it will vote against Elon Musk’s proposed US$56 billion compensation package at Tesla, potentially influencing other investors against the record remuneration.

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Ireland's ISIF Pushes Green Agenda in the Emerald Isle

7th June, 2024

The Ireland Strategic Investment Fund (ISIF) has made a significant commitment to Ireland’s energy transition with a EUR125 million commitment to Foresight Energy Infrastructure Partners II (FEIP II), which will focus on renewable energy generation, energy storage solutions and grid infrastructure.

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British General Election Sees Parties Set Out Sovereign Wealth Fund Plans

6th June, 2024

Most political parties competing in the UK general election have pledged some form of sovereign wealth fund if they win power on June 4th, but like all manifesto commitments they are light on detail.

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Bahrain and Qatar SWFs Foster Closer China Links as Gulf Replaces Western Capital

5th June, 2024

*Bahrain’s sovereign wealth fund Mumtalakat may be a minnow compared to its Saudi, Emirati and Qatari peers, but is swimming towards stronger currents of capital with an agreement forged with the China Investment Corporation (CIC).

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Oman's OIA Boosts AUM as it Evolves, Divests and Diversifies

4th June, 2024

The Oman Investment Authority (OIA) notched up a 9.95% return in 2023, compared to 8.80% in 2022, as its total assets under management surged by more than OMR1 billion (US$2.6 billion) to reach OMR19.24 billion (US$50 billion).

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PIF Bids for Liquidity as it Boosts Borrowing

3rd June, 2024

The decision by Saudi Arabia’s Public Investment Fund (PIF) to launch a rare sterling-denominated dual-tranche note offering suggests the sovereign wealth fund is resorting to international debt markets to fund the Kingdom’s Vision 2030 objectives – it’s total leverage is currently a little over 4% of total assets under management.

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Fund of the Month (Jun'24): Healthcare of Ontario Pension Plan (HOOPP)

1st June, 2024

HOOPP is the pension plan for Ontario healthcare workers and has one of the highest funding ratios and performance, in terms of alpha, over the past ten years. This is largely in part to its unique portfolio approach and focus on liquidity management, which has allowed the fund to outperform its peers. We had the pleasure of speaking with HOOPP CEO, Mr. Jeff Wendling, about the fund’s past successes, current strategy, and future objectives.

India Gains Interest of ADIA and GIC in Data Center Investments

29th May, 2024

Data Centers are pivotal in the development of the digital economy – and India’s digital economy is one of the biggest growth drivers, drawing in a range of sovereign wealth funds.

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