The Daily Brief

Ashby Monk

  • Ontario Teachers PP has been rather busy this past month.
  • France’s FSI has taken a 5% stake in French information technology group, Bull.
  • Nigeria has apparently withdrawn $1.6 billion from its Excess Crude Account. Is that still going?
  • With all this market tumult, here’s a reminder to take a long-term view.
  • Apparently, the State Oil Fund of Azerbaijan will see its assets top $100 billion in the next 10 years.

And here’s a reminder of some of the biggest stories from the past week:

  • Temasek signs up to a 50-50 JV with Oppenheimer to explore natural resource opportunities in South Africa.
  • Sheikh Khalifa bin Zayed al-Nahayan, Abu Dhabi’s ruler, has shaken up Mubadala’s Board.
  • And the next country to set up a new sovereign fund is…Panama!
  • China-Africa Development Fund is planning a $5 billion investment spree in Africa on infrastructure assets.
  • New evidence is out that ESG actually bumps returns. So the old argument for ESG (i.e., it doesn’t hurt returns so be cool and just do it) can be replaced with a new argument: ESG will give you an additional 1.6% per year.
  • Temasek Holdings is acquiring a $2.4 billion Hong Kong shopping complex through its Mapletree sub.

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This website is a project of Professor Gordon L. Clark and Dr. Ashby Monk of the School of Geography and the Environment at the University of Oxford. Their research on sovereign wealth funds is funded by the Leverhulme Trust and The Rotman International Centre for Pension Management.

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