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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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Paramount-WBD Deal Turns Into A Gulf Capital Test

27th April, 2026

Paramount Skydance’s acquisition of Warner Bros Discovery has moved from an aggressive, heavily syndicated offer into a shareholder-approved transaction whose main risks now sit in regulation, financing execution and Gulf sovereign capital capacity.

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L’Imad’s Aqaba railway puts sovereign capital at the centre of a strategic Jordan corridor

20th April, 2026

L’Imad’s Aqaba Port Railway deal – the fund’s first major transaction since it was launched earlier this year, absorbing ADQ – has implications beyond transport.

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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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Why Gulf sovereign funds are becoming repeat backers of billionaire-led platforms

7th April, 2026

The reported PIF talks over a possible US$5 billion SpaceX IPO investment and the reported US$24 billion of Gulf sovereign backing for Paramount Skydance’s Warner deal show that Gulf sovereign wealth funds are becoming crucial repeat providers of large minority capital to Western billionaire-led platforms.

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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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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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Abu Dhabi’s fourth SWF L’IMAD gets a new Board, CEO, and mandate

13th January, 2026

On Monday, the Supreme Council for Financial and Economic Affairs (SCFEA), which is chaired by Sheikh Mohamed bin Zayed (MbZ) and supervises all major energy and investment vehicles of Abu Dhabi, issued a resolution naming the new Board of Directors and the inaugural CEO of L’IMAD, the Emirate’s latest SWF.

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The Global SWF Year in Review 2025: The Ideas, Power Shifts and Structures That Defined Sovereign Capital

30th December, 2025

As 2025 draws to a close, Global SWF’s most-read analysis reveals a clear pattern: audiences were far less interested in short-term returns or league tables, and far more engaged by how sovereign capital is being organised, governed, and deployed. Across Abu Dhabi, the Gulf, Asia, and beyond, the most-popular themes among our readers shared a common thread: power, structure, intent, and institutional design.

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ADQ Steps Into the Spotlight in the Global Minerals Arms Race

27th November, 2025

Last week, Istvan Zollei of Orion Resource Partners summed up the new reality of the commodity world in one line: demand for copper, nickel, lithium, cobalt and rare earths is set to outpace supply “for much of the next decade,” driven not just by electric vehicles and renewables, but by data centres, artificial intelligence and the reshoring of industrial and defence production.

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KIA, Brookfield and the Rising AI Infra Club: Sovereign Wealth Funds Build the Stack

25th November, 2025

When Brookfield Asset Management unveiled a new US$100 billion programme to build out artificial intelligence infrastructure last week, one name in the press release signalled how far the balance of power in AI has shifted: the Kuwait Investment Authority.

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