This content is from: Opinion

The Daily Brief

It's nice to be home.

Hello, Stanford. Some news for you:

  • Big Institutional Investors v. Republic Party.
  • The Brunei Investment Agency is looking for deals in Malaysia.
  • Australia’s Westfield launches $4.8 billion JV with the CPPIB.
  • SOFAZ makes an official announcement about its intention to move into equities; hire external managers.
  • South Australian Parliament has plans for a sub-national SWF from mining royalties.
  • Where the Chinese SWF says 'no', the Chinese CB says 'yes'.  (European sovereign debt)
  • The $71B Australian Future Fund only has $2B in Europe; 3% of portfolio. For a "diversified" investor, that's _remarkably_ light.
  • Korea's NPS getting a taste of what it's like to be CalPERS. All eyes on you!
  • So you remember that $50B in new cash for the CIC that's been all over the news lately? It's wrong. Again.  
  • CalPERS actuary suggests lowering expected return. Good luck with that!

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