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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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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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Sovereign Capital Underwrites the US Power Growth

3rd March, 2026

The announced take-private of the AES Corporation at a US$33.4 billion enterprise value including assumed debt, shows sovereign wealth and public pension heavyweights are willing to back a capital-intensive US power platform.

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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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GIC anchors a sovereign presence in frontier AI

13th February, 2026

Anthropic’s US$30 billion Series G financing, valuing the company at approximately US$380 billion post-money, represents one of the largest private capital raises in the technology sector to date. The round was led by GIC alongside Coatue, with MGX participating as a co-lead and a broad syndicate of institutional and strategic investors completing the allocation. Earlier, in September 2025, Anthropic had raised US$13 billion in a Series F round that included both GIC and Qatar Investment Authority (QIA), embedding sovereign capital in the company before the most recent step-change in valuation.

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Reframing QIA: global returns, domestic capability

2nd February, 2026

For most of its first two decades, the Qatar Investment Authority (QIA) looked like a classical mega-sovereign wealth fund: global diversification, long-duration ownership and selective strategic stakes, with the main question being what to own and where.

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QIA and Goldman deepen ties with US$25bn target as Gulf sovereigns “platform” private markets

22nd January, 2026

Qatar Investment Authority (QIA) and Goldman Sachs Asset Management have signed a memorandum of understanding that sets a target of up to US$25 billion for QIA to invest in Goldman-managed vehicles and co-investments, while Goldman plans to meaningfully expand its headcount in Doha and position the office as a regional hub for asset management.

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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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xAI’s $20bn round draws sovereign capital deeper into the AI stack

8th January, 2026

Elon Musk’s artificial intelligence company xAI has raised US$20 billion in an upsized Series E funding round, underscoring how state-owned investors are increasingly treating AI not as a single venture bet, but as a strategic asset class spanning models, data and the physical infrastructure that runs them.

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QIA and Brookfield Push Sovereign Capital Deeper Into AI Infrastructure

10th December, 2025

Qatar’s sovereign wealth fund has joined the front rank of investors shaping where the next wave of artificial intelligence will physically live.

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Paramount’s Warner Bid Shows How Gulf Funds Now Back US Media Deals At Arm’s Length

9th December, 2025

Paramount Skydance’s hostile offer for Warner Bros. Discovery (WBD) is an example of how Gulf sovereign wealth capital is being used in politically sensitive US sectors as funding partners without formal influence.

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ADIA’s Ooredoo Selldown Highlights Changing Ties in Gulf Capital Markets

20th November, 2025

The Abu Dhabi Investment Authority (ADIA) is selling half of its 10% stake in Ooredoo, the Qatari telecoms group, in a secondary share sale that could raise up to US$572 million.

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