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Gulf SWFs And The Iran War: Two-Month Scenario Update

30th April, 2026

Two months after the outbreak of the US-Israeli war with Iran, Gulf SWFs are acting according to mandate rather than market sentiment.

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How Sovereign Investors Use Hedge Funds

17th April, 2026

Hedge funds are not a major allocation for sovereign wealth funds or public pensions, but they have grown from an estimated 2.0% of SWF exposure in 2022 to over 3.0% in 2025.

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How sovereign wealth funds use BlackRock: mandates, platforms and infrastructure partnerships

6th April, 2026

BlackRock’s relationships with sovereign wealth funds have moved well beyond traditional mandates, with the firm now serving different funds as external manager, platform builder, infrastructure sponsor and co-investment partner depending on the mandate, asset class and strategic objective.

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ADIA’s CRC deal adds bank capital relief to a wider private credit build-out

24th March, 2026

ADIA’s investment in a new Christofferson Robb & Company (CRC) fund focused on significant risk transfer (STR) transactions extends a broader private credit strategy that has been taking shape across the Abu Dhabi sovereign wealth fund.

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NIIF Expands Through Successor Funds and Sovereign Partnerships

12th March, 2026

India’s National Investment and Infrastructure Fund (NIIF) is entering a second phase of development that is characterised by larger successor funds, asset monetisation from earlier platforms and deeper partnerships with global sovereign investors.

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ADIA Targets Real Estate Secondaries as Liquidity Pressures Reshape Private Markets

12th March, 2026

The Abu Dhabi Investment Authority has partnered with Ardian to launch a dedicated real estate secondaries platform to capitalise on a rapidly expanding segment of private markets which are impacted by liquidity pressures and valuation adjustments.

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Gulf Sovereign Wealth Funds and the Iran Crisis: Scenario Analysis

4th March, 2026

Escalating tensions involving Iran and the security of the Strait of Hormuz have revived questions about how Gulf sovereign wealth funds (SWFs) will react to this major regional geopolitical crisis.

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Gulf SWFs Reposition Private Credit: Scaling up Globally, Deploying Domestically and Building Onshore Markets

26th February, 2026

Private credit assets under management globally reached approximately US$2.4 trillion by the end of 2025, according to industry estimates, and now fund roughly 80% of leveraged buyout financing in the US and Europe.

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China–US frictions prompt state-owned investors to adjust private equity exposure

11th February, 2026

Over the past two years, China–US tensions have increasingly shaped the portfolio strategies public pension funds and sovereign wealth funds leading to a structural recalibration in how China and the US are accessed, financed and exited.

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Power Move in Abu Dhabi: L'IMAD takes over ADQ, Al Zaabi emerges as big winner

30th January, 2026

Hours after publishing an article on Mohamed Al Suwaidi's transfer from ADQ to Lunate, the Abu Dhabi Media Office announced the take over of ADQ by L'IMAD, which helped explained the previous announcement. As confirmed by the Government, there will now be three major SWFs in the Emirate: ADIA, Mubadala (incl. ADIC), and L’IMAD (incl. ADQ).

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UAE President’s India Visit Underscores a Decade-Long Shift in Sovereign Wealth Strategy

21st January, 2026

When UAE President Mohamed bin Zayed Al Nahyan – aka MBZ – visited India on 19 January, the joint statement that followed ranged across trade, defence, energy, technology and education.

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Treasury moves to calm sovereign wealth fund tax fears - but questions remain

19th January, 2026

When concerns began to circulate late last year that the Trump administration was preparing to upend the tax treatment of SWFs, the reaction  saw lawyers issue alerts, investors reviewing strategies and fund managers fielded anxious calls.

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