Sovereign Wealth Funds 2020 Report: Covid-19 Challenges & Opportunities for Long-Term Investors

by Mary Menzemer & Garima Gupta

SovereigNet is pleased to announce the launch of the 2020 Sovereign Wealth Funds Report: The Covid-19: Challenges and Opportunities for Long-Term Investors.

The report analyzes the evolution of SWFs specifically during the Covid-19 pandemic. SWFs have acted as stabilization instruments, but also as agents of change. Investment destinations United States, China, United Kingdom and India have attracting the majority of operations.

Using data obtained by SovereigNet, the report examines a July 2019 – September 2020 survey of sovereign wealth fund transactions. Consisting of 165 transactions across 16 funds, the data represents aggregate deal value for transactions of over $43 billion. 22 of these deals were above $500 million and 40 deals were under $100 million. While the deals that occurred during the pandemic do bear a striking resemblance to prior studies concerning SWF participation and investing geographies, SWF investing continuing to evolve with markets and technologies in terms of sector allocation. An asset rotation strategy grows within SWFs as they support software companies built on artificial intelligence and big data, sustainable food and agriculture projects, online payment methods and biotechnology companies.

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