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Democrats Take Congress: Sovereign Investors Face Greater Scrutiny as US Wealth Fund Stalls

5th November, 2026

Democrats have won control of both houses of Congress in midterm elections dominated by the Iran war and high living costs. President Trump has spent much of his second term courting Gulf investors and forging close personal ties with the region's leaders.

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Iran War Widens Valuation Gap Across Gulf SWF Energy Portfolios

30th October, 2026

Higher oil and gas prices have not benefited Gulf sovereign funds equally. Businesses that can keep producing and delivering scarce supplies have gained most. Reliance on Hormuz, force majeure and physical damage have reduced what investors will pay for Gulf operations.

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Gulf SWFs retain US$5.6bn Jio stakes as new sovereign investors join IPO

20th October, 2026

Jio Platforms’ record IPO is bringing a second group of sovereign investors into the company while Saudi Arabia’s Public Investment Fund (PIF), Abu Dhabi’s Mubadala and Abu Dhabi Investment Authority (ADIA) retain the stakes they acquired during Reliance Industries’ 2020 fundraising. ADIA is also joining Government of Singapore, Qatar Investment Authority (QIA) and Norges Bank Investment Management (NBIM) in the anchor book.

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Sovereign Investor-Backed NIIF Puts Up To US$800m Behind India’s Data Centre Build-Out

15th October, 2026

India’s National Investment and Infrastructure Fund (NIIF) is preparing to invest US$700-800 million in data centres and related businesses, putting digital infrastructure near the centre of its second infrastructure investment cycle.

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Gulf SWFs frenetic activity continues despite Iran War

2nd October, 2026

The 2026 MENA Playbook released today by Global SWF highlights the state of play of Middle Eastern Sovereign Investors as at the end of the third quarter of 2026.

Global SWF Special Feature (Oct'26): ADGM

1st October, 2026

In the past ten years, Abu Dhabi has evolved into a global financial powerhouse, supported by the massive sovereign wealth of the emirate, and evidenced by the number and caliber of companies establishing a presence in the city’s free zone. The September 2026 edition of the Global Financial Centers Index (published by Z/Yen and China’s CDI) ranked Abu Dhabi at 13th place globally, up from 21st place in 2025. Part of the credit must be attributed to Abu Dhabi Global Market (ADGM), which opened in 2015 and started changing the tone and the dynamics of the emirate. Starting from scattered pools of capital and low-profile finances, ADGM pushed for a unified discourse and a pro-active approach to attract inbound foreign capital based on the existing wealth, coining the terms the Falcon Economy, and the Capital of Capital.

Iran War Reprioritises Gulf Sovereign Fund Mandates

24th September, 2026

The conflict is raising the value of infrastructural resilience, spare capacity and regional connectivity, bringing economic security further into Gulf sovereign investment decisions.

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India Targets SWFs in Next Stage of Bond Market Opening

23rd September, 2026

India already attracts more than INR5 trillion (US$52 billion) through registered SWF vehicles, but only INR12.66 billion (US$132 million) is held in debt. South Korea’s NPS is now seeking approval to invest in Indian government bonds through a new lower-compliance regime for long-term institutional capital.

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State Capital Bucks Private Equity’s Deal Slump but Follows Its Shift to Scale

14th September, 2026

Private equity entered 2026 with more money moving through fewer deals. KPMG’s latest Pulse of Private Equity puts global investment at US$1 trillion across 9,294 deals in H1 2026, while the rolling 12-month deal count fell to 20,105, its lowest level in more than five years.

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ADIA Faces a Tougher Test as Alternatives Expand

11th September, 2026

Global SWF estimates that Abu Dhabi Investment Authority (ADIA) returned 8.9% in 2025, pushing assets under management to a record US$1.13 trillion, up 9.7% from US$1.03 trillion a year earlier. The estimate follows this week’s release of ADIA’s 2025 Annual Review, which showed stronger long-term returns and its biggest portfolio allocation changes in several years.

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Saudi Tanker Attacks Reinforce Hormuz Disruption as Gulf SWF Mandates Diverge

2nd September, 2026

Two supertankers carrying a combined 4 million barrels of Saudi crude were struck by unidentified projectiles while leaving the Strait of Hormuz on September 1, reinforcing the prospect of prolonged disruption six months into the Iran war.

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CPP Takes Indian Renewables Platform "ReNew" Private as ADIA and JERA Stay Invested

28th August, 2026

CPP Investments is taking a larger role in ReNew Energy Global after agreeing with founder and CEO Sumant Sinha to buy out public shareholders at US$7.02 a share. Abu Dhabi Investment Authority (ADIA) and Japanese utility JERA will keep their stakes, leaving the Indian renewables group backed by investors willing to provide further equity after its Nasdaq listing failed to deliver the valuation needed to support its expansion.

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