Occasionally I will answer AI spam...
01.07.2025 00:26 β π 1 π 0 π¬ 0 π 0@ashbymonk.bsky.social
Trying to use this as my daily journal on interesting investment stuff.
Occasionally I will answer AI spam...
01.07.2025 00:26 β π 1 π 0 π¬ 0 π 0Does Gaza go in the new sovereign wealth fund with TikTok?
05.02.2025 01:31 β π 0 π 0 π¬ 0 π 0And the latest country to set up a new national SWF is...
USA
www.reuters.com/markets/weal...
If the current SEC manages to deliver fee and cost standards / transparency via new regulation of the PE industry... I'll eat my hat. And I'll do it with sincere pleasure. www.wsj.com/finance/inve...
22.01.2025 18:02 β π 0 π 0 π¬ 0 π 0I am available to advise on this new SWF in St. Lucia:
thevoiceslu.com/2025/01/prim...
The description of the DFC-hosted "fund" in the below article would have (at least 10 years ago) raised major concerns among US policymakers if it was any other country doing this. Interesting times. finance.yahoo.com/news/trump-t...
18.01.2025 21:11 β π 3 π 0 π¬ 0 π 0A new SWF with explicit geopolitical goals established to influence foreign countries and even facilitate overseas territorial expansion... in America?
18.01.2025 21:11 β π 0 π 0 π¬ 1 π 0AustralianSuper continues to ramp its overseas presence while bolstering its internal team. And that's why Kangaroos... www.asianinvestor.net/article/aust...
14.01.2025 18:47 β π 0 π 0 π¬ 0 π 0GIC is getting a new CIO. And when a SWF gets a new CIO, that SWF often gets a spark of innovation... with the AI revolution kicking off, good timing for GIC. financialpost.com/pmn/business...
13.01.2025 19:25 β π 0 π 0 π¬ 0 π 0The PIF is getting into the Reinsurance business during a very interesting... and tumultuous... time.
And, the timing is good: Better to be entering NOW than 1 year ago. www.reinsurancene.ws/pif-acquires...
I have so many questions about that one minute... so many.
13.01.2025 19:20 β π 1 π 0 π¬ 0 π 0Indonesia is setting up a new SWF. Note: 'sole fiduciary' is actually not uncommon. We do have a few plans in the U.S. with similar governance, such as NY, NC, and DE. www.ft.com/content/42fb...
16.12.2024 19:25 β π 0 π 0 π¬ 0 π 0And the latest country to set up a new SWF is...
GUINEA: www.bnnbloomberg.ca/investing/20...
Did you know: New Mexico's SIC will soon be America's biggest SWF? ladailypost.com/state-invest...
12.12.2024 01:23 β π 0 π 0 π¬ 0 π 0Matt Whineray has _finally_ managed to get a job. www.irishtimes.com/business/202...
12.12.2024 01:22 β π 0 π 0 π¬ 0 π 0Zimbabwe pins its development hopes on the Mutapa Investment Fund (MIF), which has a US$16B portfolio of national assets. www.newzimbabwe.com/finance-mini...
09.12.2024 19:38 β π 0 π 0 π¬ 0 π 0Portfolio resilience and greater peer collaboration are two key themes BCG sees for long-term investors: www.prnewswire.com/news-release...
09.12.2024 19:36 β π 0 π 0 π¬ 0 π 0Collaborative Model 2.0: Greece wants to help you invest... in Greece. www.ekathimerini.com/economy/1255...
06.12.2024 20:26 β π 0 π 0 π¬ 0 π 0Temasek is launching a new private credit platform, which is likely a precursor to Temasek offering third party LPs direct access to the vaunted 'Temasek Model' (for a fee).
www.alternativeswatch.com/2024/12/06/t...
Norway's SWF now has $1.8T or ~2% of the world's professionally run fin capital. The power!
If you change this one SWF's strategy, you can move tens of billions around the world. And If that change drives higher performance and gets copied, you can move trillions. www.reuters.com/business/fin...
The top 100 investment organizations now control $26.3 trillion. www.theactuary.com/news/2024/12...
05.12.2024 17:51 β π 0 π 0 π¬ 0 π 0The UK draws inspiration from Aus and Canada for its pension overhaul. www.pionline.com/retirement-p...
05.12.2024 17:50 β π 0 π 0 π¬ 0 π 0Asset owners portfolios are moving the fastest - on a relative basis - towards infrastructure.
05.12.2024 17:47 β π 1 π 0 π¬ 1 π 0The new Ethiopian Investment Holdings (EIH) now holds 37 other companies on behalf of the government to improve their management...
www.bnnbloomberg.ca/business/com...
Synthetic data is coming to fix your investment risk models... www.finextra.com/pressarticle...
04.12.2024 18:04 β π 0 π 0 π¬ 0 π 0Even the Pope says pension fund governance is hard to get right...
www.pionline.com/pension-fund...