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Middle East SWFs Ramp Up Chinese Equities, Canadian PPFs Cut Back

23rd November, 2021

Latest data on Chinese A-shareholdings show that the world’s biggest sovereign wealth funds and public pension funds are moving in radically different directions as their emerging market equities strategies diverge.

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Temasek's US Equities Slashed by US$5.8bn in Q3 with Declines in Financial and Retail Stockholdings

16th November, 2021

Temasek’s US equities portfolio fell US$5.8 billion over Q3, due to a reduction in the value of its positions in financial services and retail & consumer sectors. Yet, its portfolio is still large in historical terms. In the 12 months to end-September, Temasek’s US equities have grown US$8.9 billion – an increase of 45%.

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Lucid Gives Clear Lift to PIF’s US Equity Holdings

15th November, 2021

Lucid’s IPO has helped triple the value of US stocks held by Saudi Arabia’s sovereign wealth fund, according to its latest 13F filing with the SEC.

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PIF Prepares for Surge into Chinese Stocks with QFII Application, but Risks are High

3rd November, 2021

Saudi Arabia’s US$430 billion Public Investment Fund (PIF) is hoping to ramp up its exposure to Chinese public equity with reports in the Chinese press today that it has applied to become a Qualified Foreign Institutional Investors (QFII) – a status that enables direct access to trade “A-shares” of Chinese stocks, denominated in China’s renminbi/yuan (RMB), on Chinese stock exchanges.

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Norway's SWF Plateaus With Flat Return

21st October, 2021

With public markets peaking, Norway’s US$1.4 trillion Government Pension Fund Global (GPFG) returned a meagre 0.1% in Q321 – an increase of NOK31 billion (US$3.7 billion) over the previous quarter – but was still able to beat its benchmark index by 0.25 percentage points.

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Stock Wars: Sovereign Investors Favour India Over China... For Now

16th September, 2021

Indian public equities are firm favorites over Chinese A-Shares among sovereign investors, although there is a wide difference with the Abu Dhabi Investment Authority (ADIA) increasing its Chinese holdings and Singapore’s GIC’s firmly preferring India, according to the latest research by Global SWF.

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Stocks and Bonds Boost Annual Returns, But Private Markets Drive Long-Term Growth

27th August, 2021

Recent annual returns by state-owned investors have demonstrated that the rally in public equities has boosted portfolios, but long-term returns suggest private markets generate stronger yield.

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PIF Quiet in US Public Equity Trades, But Temasek Makes Pivot to Finance and Retail

16th August, 2021

The US public equities strategies of Public Investment Fund (PIF) and Temasek diverged in Q221, with the Saudi fund making only one change in its stockholdings while the Singaporean state-owned investor ramped up exposures to financial services and retail & consumer sectors.

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ABP's Failure to Switch from Fossil Fuels to Green Investments has Hit Returns - Global SWF Research

25th June, 2021

Dutch fund manager APG, which oversees the US$606 billion ABP civil service pension fund, has paid a heavy opportunity cost by maintaining exposures to fossil fuels instead diverting capital into green energy, according to research by Global SWF commissioned by Dutch environmental campaign group Fossielvrij.

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Details of Saudi Arabia's Plans for US$250 billion Social Welfare Giant

22nd June, 2021

Saudi Arabia has made a giant leap in the restructuring of its social insurance and pension system with the announced merger of the General Organization of Social Insurance (GOSI) and the Public Pension Agency (PPA) to form a US$250 billion fund.

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Korean Pension Giant Backs Domestic Ride-Hailing Leader

15th June, 2021

Ride hailing apps have generated huge interest among state-owned investors looking for market disruption and the next competitor to Uber. South Korean public pension fund giant the National Pension Service (NPS) has backed domestic ride-hailing firm Kakao Mobility with a US$100 million investment.

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CPP Reports Record Return in a Year of Crisis, Looks to Asia for Growth

24th May, 2021

Many state-owned investors have quickly adapted to crisis with bumper returns. Canada’s biggest public pension fund CPP Investments has ended its fiscal year with a net return of 20.4%, its highest ever. CPP Investments’ net assets were boosted by C$87.6 billion to C$497.2 billion.

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