Layout:

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

PIF’s Debt Strategy, From Giga-Visions to Precision Finance

24th June, 2025

Saudi Arabia’s Public Investment Fund (PIF) signaled a further development in its financing strategy with the launch of a dual commercial paper (CP) program in both US and Euro markets via offshore special-purpose vehicles.

Subscriber Post

India Offers Tax Holidays to Reel In Saudi Arabia’s US$100 Billion Investment Windfall

3rd June, 2025

India is pulling out all the stops to court Saudi Arabia’s mighty Public Investment Fund (PIF). In a fast-paced bid to unlock up to US$100 billion of Saudi investment, New Delhi has proposed a 10-year tax holiday on profits and sweeping exemptions on interest, dividends, and capital gains for PIF.

Subscriber Post

Trump's Trillion-Dollar Gulf Play: Business First, Allies Second

16th May, 2025

Donald Trump's May 2025 Gulf tour wasn't a diplomatic charm offensive, it was a commercial onslaught.

Subscriber Post

Saudi PIF Raises Billions as Vision 2030 Enters Leaner, Smarter Phase

5th May, 2025

Saudi Arabia’s Public Investment Fund (PIF) has engaged the debt markets again with a US$1.25 billion, seven-year sukuk - its second debt sale of 2025 - with pricing tightened from an initial 145 basis points over US Treasuries to just 110bps after drawing more than US$8.2 billion in orders.

Subscriber Post

PIF's Billion-Dollar Moves: Bond Sales and Strategic Deals Fuel Saudi Arabia's Vision 2030

22nd January, 2025

Saudi Arabia’s Public Investment Fund (PIF) is making bold moves to secure the funding necessary for its ambitious Vision 2030 transformation.

Subscriber Post