Daniel Pratt, head of research at 'Global SWF', clarified that Gulf sovereign wealth funds remain capable of financing large international deals, especially those that have reached an advanced stage or hold strategic importance. In turn, Robert Mogielnicki, managing director of 'Polisfer Advisory' for geopolitical consulting in Paris, noted that exposure to global markets remains essential as a tool to hedge against regional shocks, especially after the World Bank cut its growth forecast for Gulf economies in 2026 to 1.3%. According to data, four major funds — Mubadala, Abu Dhabi Investment Authority, Qatar Investment Authority, and the Saudi Public Investment Fund — account for about 60% of global sovereign wealth funds' direct investments. It is expected that future foreign investments will focus on sectors that support local development, such as artificial intelligence and energy, but at a more balanced pace. They adapt to tensions without retreating. Despite escalating geopolitical tensions in the region, recent developments have confirmed that sovereign wealth funds of the Gulf Cooperation Council countries, led by the United Arab Emirates, will not retreat from their direct foreign investments but will instead realign their strategies to suit new variables, according to a recent report by 'FDI Intelligence'. Since the outbreak of the war between the United States and Israel on one side and Iran on the other on February 28, leading to a temporary ceasefire on April 7, Gulf funds have continued to make deals and external investments, a clear indicator of their continued global expansionary approach despite pressures. The 'Paramount' deal. During this period, prominent funds such as the Saudi Public Investment Fund, the Qatar Investment Authority, and Abu Dhabi's new 'Imad' fund participated in the acquisition of 'Warner Bros. Discovery' by 'Paramount' through a joint equity investment of up to $24 billion. Additionally, Mubadala and the Qatar Investment Authority participated in a $575 million funding round for the sports technology company 'Woop', while the Abu Dhabi Investment Authority established a real estate platform in partnership with 'Ardian' Group. In the energy sector, '2 Point Zero', a subsidiary of 'Global Holdings', acquired 'Traverse Midstream Partners' for $2.25 billion. A strategic redirection. Experts believe these deals confirm that what is happening is not a withdrawal from foreign investment but a strategic redirection. Anshu Vats, a geopolitical consultant, believes that investments in advanced technology, especially in the United States, will continue, but while considering more pressing domestic needs.
