Tag: Infrastructure
How 4 Canadian Pension Behemoths Achieved Investing Success
A research paper profiles value-enhancing deals by the likes of CDPQ and PSP.
EDHEC Institute Warns UK Pensions Against Investing in Infrastructure
Report says ‘remarkably poor and unreliable’ data on the asset class is a stumbling block for defined benefit plans.
Ireland to Establish Sovereign Wealth Fund
The Irish government will also launch a fund focusing on infrastructure, climate, and nature.
How Institutional Investors Are Thinking About Alts
CIO’s NextGen honorees share their thoughts on a range of alternatives, from venture capital and private equity to private credit and infrastructure.
Climate Risk Looms for Infrastructure Investments, Warns Report
Hazards are already apparent for many institutional investors in infra funds, says French business school EDHEC.
Ontario Teachers’ Pension Reports 1.9% Return for 1H 2023
The C$250 billion pension fund also netted a 4.8% return for the 12-month period that ended June 30.
More Federal Spending Is a Boon to US, Says JPM
Casting aside budget hawks’ concerns and inflation upticks, the firm applauds the industrial policy under the Biden Administration.
OMERS Names CPPIB’s Michael Hill Head of Infrastructure
Hill was most recently managing director and head of the sustainable energies group at Canada’s largest pension fund.
India Shines as Investment Draw, at China’s Expense
The world’s most populous nation is enjoying a stock market surge and appears poised for further investment.
New York State Common Retirement Fund Invests More Than $3B in May
Notable among the pension giant’s outlays was a $1 billion investment in a fund managed by Khosla Ventures.
Get Ready for US Manufacturing Supercycle, BofA’s Quinlan Trumpets
Foreign investment is surging into American industrial construction, according to the strategist.
Paper From Japan’s GPIF Proposes New Way to Compare Alts With Traditional Assets
The authors claim their Spread Based Direct Alpha method is more accurate than current measurements.
Why Value Stocks, Lagging This Year, Should Overtake Growth Stocks
Franklin Templeton says high rates and infrastructure needs will favor lower-cost shares.
Saudi Sovereign Wealth Fund Beefs Up With Chunk of Aramco Stock
Receiving 6% of the oil behemoth’s equity, the fund has a long-term goal of diversifying the economy away from oil.