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QIA’s RWE Deal Shows Sovereign Investors are Backing Grid Infra to Support Renewables Build-Out

29th June, 2026

Qatar Investment Authority’s EUR432 million (US$490 million) participation in RWE’s capital raise is a bet on the grid bottleneck behind Europe’s energy transition.

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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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QIA Deal Moves Spain’s State Capital Plan Into Execution

22nd May, 2026

Spain is moving ahead with its state-investment plan, announced in January, to funding. The government has approved a EUR13.3 billion (US$15.4 billion) injection into the Official Credit Institute (ICO) for España Crece, while COFIDES is the Co-investment Fund (FOCO) to bring Qatar Investment Authority (QIA) into a EUR300 million (US$348 million) growth fund for Spanish companies.

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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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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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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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