GFI·Topics·Sovereign Wealth

Sovereign Wealth Fund & State Capital Tracking

Reports on how PIF, Temasek, Norway's oil fund, and other state-backed pools allocate into defence tech, AI infrastructure, and geopolitically sensitive sectors.

Target search intent

· PIF investment strategy AI infrastructure
· Temasek geopolitical risk portfolio allocation
· Norway oil fund climate mandate adjustments

Sep 26, 2026 · NYSE:ORCL, NASDAQ:NVDA, NYSE:TSM

How Trump-Xi Dinner Reshapes Strait of Hormuz Risks, Critical Minerals Strategy, and Sovereign Wealth Fund Allocations

The Trump-Xi dinner in Washington projected pageantry and personal rapport, yet core disputes over Taiwan, critical minerals export controls, and energy chokepoints remain unresolved. Sovereign wealth funds are adjusting portfolios accordingly.

Aug 20, 2026 · HK:3333, NYSE:TSM, NYSE:ORCL

Evergrande Collapse Aftermath: How China's Property Crisis Reshapes Sovereign Wealth Fund Strategies, Critical Minerals Demand, and Global Supply Chains

The life sentence handed to Evergrande's founder marks the end of one era and the start of deeper structural shifts in how Chinese capital, sovereign wealth funds, and resource strategies interact with global markets.