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PIF’s 2026-2030 strategy formalises a more disciplined state-capital model

16th April, 2026

PIF’s 2026-2030 strategy formalises three shifts Global SWF had already identified in recent months. It separates developmental capital, strategic ownership and financia-return capital more clearly and places more weight on monetisation and funding resilience as the portfolio matures and the fund advances towards the final phase of Vision 2030.

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PIF’s King Street deal marks a broader push into private credit

14th April, 2026

PIF’s memorandum of understanding with King Street is its clearest move yet into broader private credit.

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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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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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PIF’s global investing will continue, but on a tighter domestic leash

26th March, 2026

Yasir Al-Rumayyan’s claim that PIF remains committed to investments around the world is true in the narrow sense that Saudi Arabia has not halted outbound dealmaking.

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Qatar’s Barzan and the New Wartime Security Landscape of the Gulf

11th March, 2026

The escalation of conflict involving Iran has reinforced the need for sustaining military capabilities when supply chains become uncertain.

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From Giga-Projects to Strategic Autonomy: PIF’s Defence Portfolio and Saudi Arabia’s Vision 2030

9th March, 2026

Saudi Arabia’s Public Investment Fund (PIF) has become globally associated with tourism giga-projects, sports investments and technology deals, but another industrial transformation is taking place within its domestic portfolio.

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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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PIF Tightens Its Grip on Gaming and AI as Platform Strategy Becomes Explicit

19th February, 2026

This week, two developments demonstrated how Saudi Arabia’s Public Investment Fund (PIF) is reshaping its exposure to digital industries.

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Aramco Steps Forward as PIF Recalibrates: How Vision 2030 Is Being Restructured

27th January, 2026

Saudi Arabia’s reported restructuring of the Neom giga-project marks more than a project reset. It reflects a deeper institutional shift in how Vision 2030 is financed, governed and executed.

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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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