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Norway Wealth Fund to Spend $11B Adding U.S. Real Estate
Singapore's Temasek SWF is interesting to watch, and China's SWF may be buying timber from Brookfield Infrastructure (which I continue to own.) http://online.wsj.com/article/SB10001424052970203347104578102600349372738.html "The move, the latest effort by the Chinese sovereign-wealth fund to step up its investment in assets that could help shield its giant overseas portfolio from rising inflation risks."
The Norway and CIC moves, as well as a number of infrastructure investments by SWF funds and pensions (http://www.swfinstitute.org/tag/infrastructure/) would suggest a consistent stream into an allocation in various hard, productive assets.
Comments
Norway fund opposes 'Glenstrata' deal, amid allegations of passivity:
NWF - Glencore - Xstrata
The 20 Sovereign Wealth Funds That Are Buying Up The World
businessinsider.com/sovereign-wealth-funds-buying-up-the-world-2012-10?op=1
Angola Starts Sovereign Wealth Fund With $5 Billion
bloomberg.com/news/2012-10-17/angola-starts-sovereign-wealth-fund-with-5-billion.html
Sovereign Wealth Fund Rankings
swfinstitute.org/fund-rankings/
Singapore's Temasek SWF is interesting to watch, and China's SWF may be buying timber from Brookfield Infrastructure (which I continue to own.) http://online.wsj.com/article/SB10001424052970203347104578102600349372738.html "The move, the latest effort by the Chinese sovereign-wealth fund to step up its investment in assets that could help shield its giant overseas portfolio from rising inflation risks."
The Norway and CIC moves, as well as a number of infrastructure investments by SWF funds and pensions (http://www.swfinstitute.org/tag/infrastructure/) would suggest a consistent stream into an allocation in various hard, productive assets.