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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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IFM to Take Control of ABP as Pension Capital Rotates Through UK Ports

22nd October, 2026

IFM Investors has agreed to acquire the 63.9% of Associated British Ports (ABP) held by CPP Investments and OMERS, giving a fund managed by IFM control of the UK's largest ports group.

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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.

Singapore’s Vote of Confidence in the GCC: Temasek Builds Presence on Existing SWF Ties

30th September, 2026

Temasek is turning years of co-investment with Gulf sovereign funds into a permanent regional presence. The Singapore state investor will open offices in Riyadh and Abu Dhabi in the first half of 2027 and deepen engagement in Qatar, bringing its own investment teams closer to QIA, Mubadala, KIA, MGX and L’IMAD. Its disclosed direct Gulf portfolio remains limited, but the relationships are already well established.

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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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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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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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KIA's Wren House Extends Platform Strategy with Lightsource Bid

27th July, 2026

Wren House Infrastructure Management’s reported bid for Lightsource would take the Kuwait Investment Authority (KIA) subsidiary further into the development, financing and ownership of new infrastructure.

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

5th June, 2026

Three months into the Iran war, the Gulf is no longer in the first shock phase, but it is not back to normal. Energy flows have partly adapted, sovereign funding markets remain open, and the largest Gulf SWFs are still deploying capital.

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ADIA’s A-share expansion shows sovereign investors' China exposure is splitting by mandate

14th May, 2026

The Q1 rise in disclosed Gulf holdings of Chinese A-shares was mainly driven by ADIA.

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KIA’s Korea Entry Tests Kuwait’s Sovereign Capital Sequencing

4th May, 2026

Kuwait Investment Authority’s (KIA) reported entry into Seoul’s Yeouido IFC points to continued external capital deployment at a time when Kuwait’s oil export system is under acute pressure.

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