Sovereign Wealth Funds march on

Posted by:

Monitor reports further growth in activity by SWFs. Transactions throughout Q309 found transactions more than doubling in number from 11 in Q2 to 25 in Q3, plus a dramatic increase in value from $3.5 billion to $25.3 billion in Q3. Favoured sectors include engineering-related and raw materials industries. As I have noted before, these players could have a big impact on competitive conditions in affected industries, especially if they are active investors with poor strategic capability.

Continue Reading →
0

Sovereign Wealth Funds impact

Posted by:

Have noted before the major role that Sovereign Wealth Funds may play as the global economy recovers, in particular those engaged in active management, not just passive investment, e.g. Mubadala Development Co from UAE. Reports from Monitor have much to say on this – Weathering the Storm and Testing Time. As I have urged before, strategy requires asking how the future might develop, so if you are in an industry where these ...

Continue Reading →
0