Somewhere between the quarterly earnings calls and the central bank press conferences, one of the most consequential capital allocation shifts in modern financial history is unfolding — largely unnoticed by mainstream financial media.
The sovereign wealth funds of Saudi Arabia, the UAE, Qatar, and Kuwait collectively manage approximately $4.8 trillion in assets. Over the past 18 months, Capital Brief has tracked a systematic and accelerating reallocation away from US Treasuries and developed market equities toward infrastructure, private equity, and emerging market assets.
Dr. Elena Vasquez
Senior Markets Correspondent
Dr. Elena Vasquez is Capital Brief's Senior Markets Correspondent, specialising in sovereign capital, Gulf economies, and emerging market finance.