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PIF Starts 2024 with Impact, After Year of Massive Investments

4th January, 2024

Saudi Arabia’s PIF continues to advance its role in the Kingdom’s economy, championing state capitalism with the acquisition of a 23.1% stake in the Tadawul-listed Middle East Paper Company (Mepco) worth an estimated SAR522 million (US$139 million) based on current share prices.

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Water Crisis Does Not Drown Sovereign Investors’ Confidence in UK Infra Assets

3rd January, 2024

The Thames Water debacle has burned the fingers of state-owned investors who had backed the privatized water utility, in the belief infrastructure assets in a stable, well-regulated market like the UK were a safe bet.

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Lunate starts operations with 50-strong team, aims high

2nd January, 2024

Lunate Capital, a multi-asset class investment manager created by Abu Dhabi sovereign wealth fund ADQ and seeded with US$50 billion, started operations on New Year’s Day with a 50-strong team and far-sighted ambitions.

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Fund of the Year (Jan'24): Norges Bank Investment Management (NBIM)

1st January, 2024

For its 25+ years of global investing and stewardship, for its position as one of the world’s largest and most influential universal asset owners, for its significant activity across asset classes and industries in 2023, and, more broadly, for its leadership among Sovereign Wealth Funds and contribution to the advancement of the industry, Global SWF believes that Norges Bank Investment Management (NBIM), on behalf of the Government Pension Fund Global (GPFG), is a worthy recipient of the 2023 Fund of the Year award. We were delighted to present it to Daniel Balthasar and Pedro Furtado Reis, the Co-CIOs of the US$ 1 trillion listed equities portfolio, and to speak with them about the fund’s recent evolution and ambitions.

Global SWF's Most-read Commentaries of 2023

29th December, 2023

This year saw Global SWF publish 250 daily articles on the latest developments in the sovereign wealth universe at a time of rising geopolitical tensions, economic slowdown and high inflation.

Abu Dhabi Joins EV Race with US$3bn Chinese Investment

27th December, 2023

Abu Dhabi sovereign wealth ADQ is backing a US$3 billion investment of the Emirate’s Department of Finance into Chinese electric vehicle producer NIO, which is among the world’s top five EV producers.

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Announcing 2024 Annual Report and Presentation

15th December, 2023

On Monday, January 1, 2024, we will be releasing the industry’s most timely, rigorous, and insightful account of the activity and trends of Sovereign Wealth Funds and Public Pension Funds during 2023. The report is titled “State-Owned Investors Powering Through Crises” and includes the following sections:

Dubai Launches New US$80bn+ SWF, Emulates ADQ

12th December, 2023

Dubai is creating a new sovereign wealth fund, bringing together chunky assets in part-privatized companies similar to Abu Dhabi’s ADQ, which has used its infrastructure-based capital to diversify globally, including into private equity.

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Mubadala Outlines Its Future Priorities: Asia and US, Fossil Fuels and Renewables

7th December, 2023

While Abu Dhabi sovereign wealth fund Mubadala will continue to maintain a strong foothold in the US, it is set to expand investments in emerging markets with Asia and MENA an increasing focus – while it also continues investing in both upstream fossil fuels and renewable energy.

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PIF Confirms Saudi-Iraq Ties With US$3bn Partnership

6th December, 2023

Saudi Arabia’s Public Investment Fund (PIF) has added to its suite of multi-billion bilateral investment platforms with a US$3 billion pledge to neighbouring Iraq.

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Private Equity Co-Investment Boosted by US$1bn AP3-Wafra Platform

5th December, 2023

The US$46.5 billion Swedish public pension fund AP3 has followed many other peers in forging an alliance for private equity co-investments, working with Wafra, a New York-based subsidiary of Kuwait’s public pension fund, the Public Institution for Social Security (PIFSS).

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2023 Set to See a Reversal of Record Loss by China's CIC

4th December, 2023

The China Investment Corporation (CIC) followed the trend seen across the sovereign investor universe in 2022, reporting its biggest ever decline in its total portfolio value with an annual return that Global SWF estimates at 10.7% - but the year proved to be exceptional with market indices suggesting that losses have been mostly or fully reversed in 2023 and the world’s second biggest sovereign wealth fund bounced back in the Chinese year of the rabbit.

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