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Fund of the Month (Oct'24): Future Generation Reserve (FGR)

1st October, 2024

Bahrain may be the smallest country in the GCC in terms of population and economy, but its Sovereign Investment industry is well developed, with two active SWFs: one for stabilization and savings function (Future Generation Reserve, or FGR) and another one for strategic and development purposes (Mumtalakat). The FGR had been a relatively low-profile SWF until 2020, when the government of Bahrain withdrew US$ 450 million, or half of its assets back then, to maintain economic stability. The withdrawal was followed by a change in the deposit rules, and the fund has been growing again thanks to new inflows and strong investment returns.

China's CIC gets back on track with a 10.7% return in 2023

27th September, 2024

China Investment Corporation (CIC) released on Friday its 2023 Annual Report, with some positive results. The overseas investments of the Chinese SWF returned +10.7% in the fiscal year ending on December 31, 2023, for a 10-year annualized return of 6.6%, right at the world's average.

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Korea's KIC Gets New CEO and Doubles Down on Private Markets Diversification

26th September, 2024

The Korea Investment Corporation (KIC) has named World Bank executive Park Il Young as its new CEO as it seeks to diversify its US$189 billion portfolio, with a push towards alternative assets.

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PGGM Ramps Up Build-to-Rent Investments in UK and Australia

25th September, 2024

The Dutch public pension fund manager PGGM has signed a deal with the UK’s state-backed pension scheme Nest and insurer Legal & General to invest GBP1 billion in UK built-to-rent properties, as the new Labour government’s seeks to boost the economy and address the grinding affordability crisis.

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CDPQ's September Surge into Energy Transition

24th September, 2024

CDPQ is heavily investing in decarbonization and clean energy with a slew of investments announced this month as it strives towards its target of a net zero portfolio by 2050.

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CDPQ, GIC and Temasek Join ADQ-Backed Altérra in Support of Brookfield's US$5bn CTF

23rd September, 2024

Singapore’s state-owned investors GIC and Temasek have joined Canadian public pension fund CDPQ and institutional investors to back Brookfield’s Catalytic Transition Fund (CTF), putting it nearly halfway to its US$5 billion fundraising target.

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Temasek Expands Hospital Portfolio in US$10bn India Investment Program

20th September, 2024

Singapore’s Temasek is making further inroads into India’s healthcare and hospital sectors, where it has concentrated its investments.

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Could Ireland’s US$14bn Apple Tax Windfall from ECJ Ruling Scupper SWF Plans?

19th September, 2024

A ruling by the EU’s highest court, the European Court of Justice (ECJ), has demanded that tech giant Apple pays the Irish government EUR13 billion (US$14 billion) in back taxes, claiming that it benefitted from an illegal tax break.

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Mubadala Deepens Partnership with Aldar to Boost Abu Dhabi's Real Estate Development

18th September, 2024

An alliance of Aldar and its biggest shareholder, Abu Dhabi sovereign wealth fund Mubadala, is set to manage US$8 billion of real estate in the emirate in a sign of an evolving strong partnership.

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PIF Flexes Saudi's Soft Power Muscles in Egypt

17th September, 2024

Despite persistent economic problems, Egypt is a top investment destination for Gulf sovereign wealth funds that are not only mindful of its long-term potential as an emerging market but also its strategic position in soft power rivalry over the MENA region.

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OTPP Joins Maple 8 Private Equity Sell-Off

16th September, 2024

North American and European public pension funds are selling large chunks of their private equity holdings as secondary markets have picked up and limited partners are ramping up portfolio sales.

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Delhi's US$262bn Roads Plan Prompts Canadian Funds to Boost Exposure to Indian Highways

12th September, 2024

With India’s Ministry of Road Transport and Highways setting out plans for INR22 trillion (US$262 billion) in infrastructure investment up to FY2031/32, the Indian roads sector continues to be one of the world’s fastest growing infrastructure markets.

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