The Canadian pension giant’s dual-track investment into CtrlS combines a minority stake with a hyperscale development JV, deepening its India exposure as AI and cloud demand accelerates.
The Dutch pension investor’s $300 million cornerstone commitment to a Seoul-focused rental housing fund extends a regional push into living assets, reinforcing its megatrend conviction.
As bonds risk losing their status as the portfolio’s primary shock absorber, Australia’s second-largest pension fund is repositioning currency at the core of its diversification strategy.
Superannuation managers are increasing trading frequency, tilting geographically and adding private market exposure as geopolitical shocks, AI disruption and energy politics drive sharper market divergence.
Not enough attention is being paid to climate risk and obsolescence in the property sector, even as long-term investors treat it as a core issue for underwriting and portfolio monitoring.
Saudi Arabia’s PIF explores massive merger of transport assets; Indonesia’s Danantara to oversee natural resource exports to curb $150bn leakage; Philippines SWF posts income growth; and more.
John Livanas, the Australian pension fund's CEO, says true investment leadership requires the “BLT principle”—Boldness, Luck, and Talent—beyond technical expertise.
APAC’s mix of geopolitical volatility, youthful demographics, and rapid technological change makes it both a testing ground and a treasure trove for global investors.
The Dutch pension investor is underweight in the sector relative to target and sees Japan, living and selective office recovery as key areas for future deployment.