Podcast

Sovereign capital compass: Mapping the strategies, geographies, and impact of sovereign wealth funds

Sovereign capital compass: Mapping the strategies, geographies, and impact of sovereign wealth funds
Published Date
Dec 10 2025
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Kamar JafferPartner, Dubai
Sovereign wealth funds (SWFs) have entered a new era of global influence, sophistication, and strategic investment. Their activity increasingly targets innovation and transformation, funding energy transition projects, digital infrastructure, biotech, and frontier technologies, while also reinforcing domestic industrial strategies and capital market development at home.

In this episode, Kamar Jaffer, a partner in A&O Shearman’s Middle East Funds and Asset Management practice, is joined by Diego Lopez, founder and managing director of Global SWF, to unpack the latest developments, investment strategies, and structural shifts that are shaping the SWF landscape.

Against this backdrop of rapid change and opportunity, the discussion explores several key themes shaping the future of SWFs, including:

  • Their strategic evolution and resilience in the face of global change
  • Transformation in investment approaches and partnership models
  • Innovative deal structures
  • Focus on domestic economies and global expansion
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