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CDPQ Set to Lead Canadian Tilt to Europe

24th April, 2023

CDPQ’s decision to deploy US$11.2 billion in European private markets via an expanded London-based team follows a trend among Canada’s Maple 8 public pension funds seen in recent years.

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Alaska's SWF Freezes In-State Investments and Grows Risk-Averse on Private Equity

19th April, 2023

One of the US’s biggest sovereign wealth funds is set to end investments in its home state, citing the potential for conflicts of interest and lack of sufficient opportunities.

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World’s Biggest SWF to Consider Private Equity, But Don’t Hold Your Breath

12th April, 2023

Norway’s US$1.35 trillion sovereign wealth fund, the Government Pension Fund Global, could start investing in private equity, potentially funneling billions into the asset class - but even if Norges Bank Investment Management (NBIM) agrees to a government request to examine "various aspects of unlisted equities”, any deployment is likely to be gradual and conservative.

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Canada's AIMCo Breaks the Mold With Abu Dhabi Office Plans

24th March, 2023

Canada’s US$129 billion Alberta Investment Management Corporation (AIMCo) is planning a push into the Middle East with a potential new office in Abu Dhabi.

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ADIA Surges and Focuses on North America and Active Management

27th October, 2022

The Abu Dhabi Investment Authority (ADIA) has finally published its 2021 annual report, indicating strong annual returns supported by surging public equities that lifted its 20-year annualized rate from 6.0% to 7.3% - although the world since end-2021 has transformed and the situation is significantly different 10 months on.

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NZ Super Hit by Equities Slump With -10.7% Return – But Still Beats Benchmark

12th September, 2022

New Zealand’s sovereign wealth fund, NZ Super, witnessed a -10.7% return in the first half of 2022, according to Global SWF calculations, as the decline in equities wiped NZ$5.6 billion (US$3.4 billion) off its portfolio value.

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Private Equity and Real Assets: The Hedge Against Public Market Turmoil

17th August, 2022

With markets in turmoil due to the energy price spike following Russia’s intervention in Ukraine, losses were to be expected in H1 – yet, recent results indicate that private markets are a good hedge against the impact on nosediving public equities.

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The $6bn Private Equity Sale: What is CalPERS Up To?

11th July, 2022

The US$456 billion California Public Employees' Retirement System made a dramatic decision this month by selling a huge slice of its private equity portfolio at a discount and cutting ties with external managers, despite its previously stated objective to raise its allocation to the asset class.

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ADIA Gets Leaner for Fitter Performance, Closing Offices and Deepening Partnerships

20th May, 2022

The Abu Dhabi Investment Authority (ADIA) has radically pared back its staffing levels in a push towards greater efficiency and focus.

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Lack of Diversification Exposes NBIM to Geopolitical Volatility

21st April, 2022

Norges Bank (NBIM) has reported that the Government Pension Fund Global returned -4.9% in Q1 2022, delivering a loss of NOK653 billion (US$73 billion), suggesting that sovereign funds can expect a rocky year ahead - but also that diversification in private markets could cushion the blow.

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Mumtalakat Renews Itself to Boost Bahrain's Economic Diversification

21st March, 2022

Bahrain’s US$18 billion Mumtalakat has undergone a makeover and organizational shake-up, separating assets into portfolios with very different objectives.

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Khazanah Consolidates Funds, But Aviation is Still Caught in a Tail Spin

17th March, 2022

Malaysian sovereign investor Khazanah’s decision to merge its commercial and strategic funds is set to boost the performance of its investment portfolio – but while separating them from the negative effects of distressed assets such as Malaysian Airlines, it is kicking the can down the road in terms of the continued high risk exposures from the troubled aviation sector.

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