Layout:

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.

Subscriber Post

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.

Subscriber Post

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.

Subscriber Post

PIF and the Saudi IPO Programme: Why Tadawul Matters More Than Ever

15th January, 2026

Saudi Arabia’s IPO pipeline for 2026 is sizeable by any regional standard. But the headline number of listings matters less than who is driving them, and why. At the centre of that story sits the Public Investment Fund (PIF).

Subscriber Post

PIF and Lucid: Strong Q4 Results Support Continued Ownership Structure – For Now

6th January, 2026

The Public Investment Fund remains the controlling shareholder of Lucid Group, and its long-term strategy toward the investment continues to attract scrutiny.

Subscriber Post

Saudi Arabia’s PIF Shifts From Big Spending to Capital Recycling as Vision 2030 Tightens

2nd December, 2025

Saudi Arabia’s sovereign wealth fund is at the centre of two very different stories. Abroad, the Public Investment Fund (PIF) is backing the record US$55bn leveraged buyout of video-game publisher Electronic Arts (EA), reinforcing its image as a bold global investor. At home, large domestic “giga-projects” are being written down, timelines are slipping and the fund is borrowing more heavily than in the early years of Vision 2030.

Subscriber Post

From US$56 Billion to Six Stocks: What PIF’s Brutal 13F Shrink Really Means

17th November, 2025

Saudi Arabia’s Public Investment Fund has just done something that, on paper, looks like a rapid exit from US public equities.

Subscriber Post

Saudi Infra, Global Money: Inside the $11bn Leaseback That Lures Sovereign Investors

21st October, 2025

Saudi Aramco’s latest monetisation of its vast Jafurah gas project has pulled in US$11 billion of fresh capital and given sovereign wealth and public pension funds another large, durable way to put money to work in the Gulf without taking a direct bet on commodity prices.

Subscriber Post

PIF’s first euro green bond: What this means for Saudi debt issuance

7th October, 2025

Saudi Arabia’s Public Investment Fund is lining up its first euro-denominated green bond, split into three- and seven-year tranches with Crédit Agricole CIB, JPMorgan and Société Générale running the books.

Subscriber Post

PIF’s US$55 Billion Bet on Electronic Arts: Gaming, Power, and Politics

30th September, 2025

Electronic Arts is going private in the largest leveraged buyout on record. The US$55 billion deal, led by Saudi Arabia’s Public Investment Fund (PIF) with Silver Lake and Jared Kushner’s Affinity Partners, pulls one of gaming’s most influential publishers off public markets and puts it in the center of Riyadh’s Vision 2030 industrial strategy.

Subscriber Post

PIF Redefines Football as an Asset Class – and Geopolitical Soft Power

8th August, 2025

Football transfer windows rarely generate headlines in boardrooms and among institutional investors, but the arrival of Saudi Arabia’s Public Investment Fund (PIF) has changed that calculus entirely.

Subscriber Post

PIF’s 2024 Results Mark a Strategic Shift in Saudi Grand Experiment

2nd July, 2025

Saudi Arabia’s Public Investment Fund (PIF) just dropped its 2024 numbers - and on the surface, they look stellar with assets up 18% to SAR4.32 trillion (US$1.15 trillion).

Subscriber Post