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Thames Water’s cliff-edge is a stress test for UK regulated infrastructure

3rd September, 2025

Thames Water’s slow-motion crisis has become the Rorschach test for how attractive - or not - UK regulated infrastructure is to sovereign wealth funds (SWFs) and public pension funds (PPFs).

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Syria Is Open for Business. Now What? Examining Sovereign Investment

26th August, 2025

DP World’s 30-year, US$800 million Tartus port concession deal is Syria’s first real post-war anchor and is meant to pull in bigger balance sheets and re-open the economy, just months after the Russian navy withdrew following the collapse of the Assad regime.

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Dubai's £1bn London Gateway Expansion Marks a New Chapter in its Ambitious UK Port Strategy

28th March, 2025

DP World’s announcement of a GBP1 billion (US$1.3 billion) expansion at London Gateway port isn't just big news in logistics circles—it's Dubai planting its flag firmly at the heart of UK trade infrastructure.

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Dubai Holding enters the big leagues in a US$ 14.5 billion deal

21st March, 2025

On Thursday, Dubai Holding confirmed it is part of a consortium that is taking over Nord Anglia, an UK private school chain that operates 80+ day and boarding schools in 33 countries, teaching over 90,000 students from ages 3 to 18.

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Dubai Launches New US$80bn+ SWF, Emulates ADQ

12th December, 2023

Dubai is creating a new sovereign wealth fund, bringing together chunky assets in part-privatized companies similar to Abu Dhabi’s ADQ, which has used its infrastructure-based capital to diversify globally, including into private equity.

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DP World’s Profit Surge Feeds Dubai Inc, Catalyzes Sovereign Investment in Ports

19th August, 2022

DP World’s 60.4% surge in revenue to US$7.93 billion in H1 2022, providing US$721 million (up 51.8% y-o-y) of profit to owner Dubai World, the Dubai government’s global investment vehicle.

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Saudi Arabia’s PIF Seeks to Land Jumbo British Airport Acquisition

10th August, 2022

Saudi Arabia’s rapidly growing Public Investment Fund (PIF) could become the biggest shareholder in the UK’s busiest airport if it goes ahead with the acquisition of Ferrovial’s 25% stake.

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NIIF Drives Road Investment in India

20th July, 2022

India’s quasi sovereign wealth fund, the National Investment and Infrastructure Fund (NIIF), has announced the acquisition of an equity stake in the Navayuga Quazigund Expressway Private Limited (NQEPL) through its Master Fund at an enterprise value of around US$380 million.

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Sovereign Investors Pour Billions Into Red Sea Ports and Logistics

21st June, 2022

The Red Sea is one of the world’s most strategically important trade routes and sovereign investors are bolstering infrastructure to capitalize on opportunities provided by the constant stream of cargo flowing between continents.

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Québec Pension Fund Deepens its Port Alliance With Dubai Investor

7th June, 2022

Canada’s CDPQ pension fund has deepened its relationship with Dubai World – a state holding company – by buying up a 22% stake in a range of infrastructure assets in the Emirate.

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DP World Hits the Rocks with P&O Layoffs

18th March, 2022

The decision this week by P&O ferries to make 800 workers redundant shines a light on Dubai-owned DP World as well as the stress facing transportation assets in the portfolios of state-owned investors. DP World bought P&O Ferries in 2019, for GBP322 million after selling it earlier in the decade.

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The Last Frontier: Gulf SWFs Compete for African Ports, But China is in Control

20th January, 2022

Oman, Abu Dhabi and Dubai are leading the competition to invest in African ports via their sovereign wealth funds as they seek to secure strategic control of resources and trade.

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