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Ceer Turns to SABIC as Saudi EV Strategy Moves Upstream

22nd July, 2026

Saudi Basic Industries Corporation is exploring the use of its advanced materials in vehicles produced by Ceer, taking Saudi Arabia’s automotive localisation drive beyond assembly and into the materials used in the cars themselves.

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PIF’s Profit Rebound Exposes Pressure Behind Its New Portfolio Model

3rd July, 2026

Saudi Arabia’s Public Investment Fund had the kind of year that can be read two ways: strong headline profit and asset growth, alongside surging liabilities and a multi-billion-dollar comprehensive loss.

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MGX Puts Abu Dhabi At The Centre Of The AI Capital Rush with US$50bn Raise

24th June, 2026

Abu Dhabi’s AI strategy is running via MGX which has reported a US$50 billion raise from sovereign funds, pensions and institutions, capturing third-party capital to invest in models, chips, data centres, digital finance and regulated platforms.

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Sovereign Investors Prepare for Payback as Giga-IPOs Hit the Markets

9th June, 2026

This week could be historical for financial markets as SpaceX kicks off a series of “Giga-IPOs”, with valuations of US$ 1 trillion or more, and with unprecedented fundraising targets. Elon Musk’s conglomerate, which includes X (formerly Twitter) and xAI is currently the most valuable private company in the world at US$ 1 trillion and is targeting a value of US$ 1.75 trillion when it gets listed on June 12 on Nasdaq.

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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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Sovereign Capital Moves Into Anthropic’s US$965bn AI Platform

2nd June, 2026

Anthropic’s US$65 billion Series H further integrates GIC, Temasek, and MGX into the private ownership of large-model AI.

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SpaceX IPO Would Put Gulf State Capital’s Musk Exposure Into Public View

27th May, 2026

A SpaceX IPO would set a public reference price for Gulf state-capital positions in Elon Musk’s companies, as well as shine a light on Gulf ambitions in AI.

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Sovereign Investors see the Value of their US Equities drop; Canadians Double Down

18th May, 2026

Sovereign Wealth Funds and Public Pension Funds saw their portfolios of US Equities decrease in value significantly during the first quarter of 2026, due to the War in Iran and the subsequent effect in oil prices and global financial markets. According to the quarterly filings released by SEC this week, the average holdings of Sovereign Investors would have fallen 12% by March 31, after all investments and exits.

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PIF’s Shanghai Office Extends A China Platform For Capital, Partners And Localisation

6th May, 2026

PIF’s new Shanghai office is not simply a conventional overseas investment outpost but rather a China platform for the next phase of Saudi state capital.

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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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