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NPS Allocation to External Managers Set to Reach Record US$1bn+ in 2024

2nd May, 2024

South Korea’s goliath National Pension Service (NPS) is making its biggest allocation to external managers with its plans to invest US$1.1 billion with South Korea-based general partners (GPs).

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BlackRock Deepens Relationship With Saudi Arabia

30th April, 2024

Saudi Arabia’s US$925 billion Public Investment Fund (PIF) has given BlackRock a US$5 billion mandate to help establish a multi-class investment firm based in the capital, called BlackRock Riyadh Investment Management.

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Temasek Aims to Turn Around Fortunes with Paris Office and US$18bn EMEA Surge

11th April, 2024

Singapore’s Temasek has opened a new office in Paris, a year behind schedule, as it seeks to advance its EMEA strategy, which has seen its exposure to the region grow five-fold since 2011, in Singapore dollar terms to S$47 billion or 12% of its portfolio by end-FY2022/23.

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Ending the Silos: CDPQ Follows OTPP in Integrating Real Estate Subsidiaries

25th January, 2024

CDPQ has made the surprise move of integrating its real estate subsidiaries Ivanhoé Cambridge and Otéra Capital as it rearranges its real estate portfolio and brings it firmly under the ambit of the management, resulting in the departure of Ivanhoé Cambridge’s CEO Natalie Palladitcheff when the consolidation is completed in 18-24 months.

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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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ADQ’s Consolidation Drive Creates Multi-National Pharma Conglomerate

20th October, 2023

Abu Dhabi’s infra-heavy sovereign wealth fund ADQ continues to pursue a policy of consolidation of portfolio companies into large conglomerates ahead of listing, with pharmaceuticals next in line for the rapid restructuring process – following the same path as PureHealth which in August grouped together the emirate’s heathcare interests.

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Losing Musicco as CIO Raises Questions Over CalPERS’s Future Private Equity Strategy

18th September, 2023

The US$463 billion California Public Employees’ Retirement System (CalPERS) has lost another CIO with Nicole Musicco quitting her position after less than two years for family reasons.

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NBIM Research Paper Cautiously Positive Towards Private Equity Funds

15th September, 2023

A research report published this week by Norway’s sovereign wealth fund manager Norges Bank Investment Management (NBIM) found that long-term returns from venture capital and growth equity funds have underperformed public equities by 1-2% on average over the past 48 years, but its conclusions give some support for the conservatively allocated US$1.4 trillion Government Pension Fund Global (GPFG) to shift into private markets.

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NZ Super Makes Bold Move with Euroclear Investment

4th September, 2023

 New Zealand’s state-owned investor, NZ Super, has taken a bold step with a direct investment worth almost US$300 million in financial services provider Euroclear.

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ADQ and IHC: The Blurred Boundaries of Abu Dhabi State Capitalism

3rd August, 2023

Abu Dhabi sovereign fund ADQ and IHC Capital, which is linked to the ruling family, are planning to consolidate property and events assets into Q Holding to create a regional leader in the real estate and hospitality sector.

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PIF Aims for Saudi Agricultural Leap

24th July, 2023

Global warming and related water scarcity are raising fears of rising food scarcity among populations already living on the edge, yet the arid desert kingdom of Saudi Arabia is plotting a path towards greater food self-sufficiency and cash crop production led by its burgeoning sovereign wealth fund.

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Korean State-Owned Investors Lifted by Public Markets, But Plan for More Private Equity

14th July, 2023

With combined assets under management of US$1.45 trillion, South Korea’s state-owned investors – comprised of one sovereign wealth fund and six public pension funds – are major players in global markets, and their evolving strategies are set to have a significant impact on investment flows, with alternative asset classes set to be the main winners.

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