Newsmakers
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.
Tag: Infrastructure
Asset Allocation
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.
Asset Allocation
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.
Asset Allocation
Get Ready for US Manufacturing Supercycle, BofA’s Quinlan Trumpets
Foreign investment is surging into American industrial construction, according to the strategist.
Research
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.
Risk
Why Value Stocks, Lagging This Year, Should Overtake Growth Stocks
Franklin Templeton says high rates and infrastructure needs will favor lower-cost shares.
Asset Allocation
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.
Asset Allocation
Building Out the Grid: Investing in Generation, Transmission
Investment opportunities in electric power are rising in popularity, but that does not mean they are simple paths to success.
Is Emerging Market Infrastructure Investing Still Appealing?
The need is still there, but investors must evaluate a wide variety of factors, including geopolitical ones, in selecting the right fit.
Why Infrastructure Investments Are the New Bonds
Investments in physical assets did better and promise more than fixed income.
Research
OCIO Industry Set for Strong Growth, Alts Expansion
One out of four asset owners expect to use an outsourced chief investment officer in the next two years, says report.
Manager Selection
Nuveen Hires Head of Energy Infrastructure Credit
New role for Don Dimitrievich includes financing reduced carbon-emission capabilities.
News
Ontario Teachers’ Pension Plan Invests in Scottish Hydroelectric Transmission System
The pension fund will pay $2.4 billion for 25% of SSEN Transmission, continuing the plan’s allocation to infrastructure, which has increased 60% since 2017.
Research
Asset Owners and Consultants Say They Gotta Change Strategies, Pronto
Inflation and climate change spook them, so they’re scrambling to find smarter ways to adjust, a Nuveen survey finds
Newsmakers
BlackRock Signs Infrastructure Deal With Saudi Sovereign Wealth Fund
World’s largest asset manager and $620 billion fund will target Middle East projects.