澳洲养老金,发声
Zhong Guo Ji Jin Bao·2025-06-16 11:48

Group 1 - Aware Super is shifting its investment focus towards the UK and Europe due to increasing uncertainty in the US market, identifying significant opportunities in these regions [1] - The company has opened its first overseas office in London and plans to invest AUD 10 billion (approximately USD 6.51 billion) in the UK and Europe over the next five years, having already achieved AUD 3.5 billion of its two-year interim target [1] - The Chief Investment Officer of Aware Super highlighted the strong investment avenues in the UK and Europe, particularly in companies related to energy transition, noting a more stable environment for long-term decision-making compared to the US [1] Group 2 - The potential impact of new tax proposals on foreign investors in the US could affect Aware Super by tens of millions of dollars, raising questions about the long-term capital flow into the US market [2] - Other large investors, such as Blackstone, are also increasing their investments in Europe, with a goal to invest at least USD 500 billion in the region over the next decade [2] - The Chief Investment Officer of the University Pension Plan mentioned that there are increasing opportunities in the European private equity sector, as governments are taking necessary measures to enhance long-term economic competitiveness [2]