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Saudi’s PIF Reshuffles US Equity Portfolio, Trims Big Bets on Uber and Walmart

20th February, 2025

Saudi Arabia’s Public Investment Fund (PIF) ended 2024 with a more defensive stance in US public equities, cutting high-profile positions while making a decisive push into healthcare and financial services.

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NPS Bets Big on Real Estate and AI, But Can It Outrun Demographic Collapse?

12th February, 2025

South Korea’s US$827 billion National Pension Service (NPS) is making some of its boldest investment moves yet.

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Saudi PIF’s ETF Strategy: Channelling Capital Markets with a US$200mn Anchor Investment

30th January, 2025

ith a US$200 million anchor investment in State Street Global Advisors’ SPDR J.P. Morgan Saudi Arabia Aggregate Bond UCITS ETF, PIF is showcasing its intent to elevate Saudi Arabia’s capital markets and draw international investors to the Kingdom’s burgeoning financial sector.

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Norway's US$1.8trn Wealth Fund Reaps Big Tech Rewards - But At What Cost?

29th January, 2025

Norway’s Government Pension Fund Global, the world’s largest sovereign wealth fund, posted a stellar 13% return in 2024, adding a colossal US$222 billion to its coffers.

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DeepSeek Disruption: Magnificent 7 Crash Exposes Sovereign Wealth Fund Risks

28th January, 2025

The global markets have been rocked by the seismic impact of DeepSeek, a Chinese AI startup that has upended the prevailing assumptions about the cost and dominance of artificial intelligence.

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Korea’s Pensions Bet Big: Global Stocks, AI, and Real Estate in a Time of Turmoil

8th January, 2025

South Korea’s pension system is navigating a period of transformation against a backdrop of political upheaval and global economic challenges.

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PIF Ramps Up US Equities

25th November, 2024

Saudi Arabia’s Public Investment Fund (PIF) saw its allocation to US listed equities rise 29.5% q-o-q to US$26.7 billion with the number of positions rising 42% to 51.

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GIC's India Strategy: Renewables and Public Equities

11th October, 2024

Singapore’s US$847 billion sovereign wealth fund GIC is reportedly planning to sell its shareholding in renewables producer Greenko for around US$5 billion, while also set to make a bid for a slice of Hyundai Motor India’s forthcoming US$3.3 billion IPO.

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PIF Takes Pause for Breath in Q2, Maintaining Equity Positions

16th August, 2024

Saudi Arabia’s Public Investment Fund (PIF) saw little change in its US public equities holdings, which grew 0.5% to US$20.7 billion in Q2.

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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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PIF Dumps US Listed Assets, Lucid Falls Further

21st May, 2024

Saudi Arabia’s Public Investment Fund (PIF) slashed its US public equity holdings by 41.7% to US$20.56 billion in the first quarter of 2024, with its biggest stockholding EV carmaker Lucid slumping by 32.3% in value and non-Lucid holdings falling 43.5% to the lowest level since end-Q2 2021 as PIF dumped massive chunks of its equity portfolio.

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UAE SWF's Chunky Listed Assets Buffeted By Markets, But Funds Will Remain Firm

23rd April, 2024

Emirati sovereign wealth funds’ decision to list assets can help drive private investment into their assets, free up capital for diversifying portfolios and improve transparency – but weighty listed assets can play havoc with portfolio values, as some funds have learned in the year-to-date.

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