Скачать или смотреть 🎙️ EP. 68 — What Sovereign Wealth Funds Are Really Doing in 2025?

Sovereign Wealth Funds (SWFs) are reshaping global finance, deploying trillions across borders, navigating geopolitical tensions, and influencing everything from oil and AI to ESG and de-dollarisation. But what are they really doing in 2025?

In this episode, we welcome back Diego Lopez, Managing Director of Global SWF, for another deep dive into how sovereign capital is being deployed across the world, from the Gulf to Southeast Asia and beyond.

⏱️ Timestamps
00:00 – Introduction and Guest Reintroduction
01:15 – Current Landscape of Sovereign Wealth Funds
02:43 – Trends in Sovereign Wealth Fund Investments
07:01 – Geopolitical Risks and Sovereign Wealth Funds
09:19 – Balancing US and Chinese Investments
11:09 – De-dollarisation and Sovereign Wealth Funds
12:34 – Gulf Sovereign Wealth Funds Overview
18:02 – Impact of Oil Prices on Sovereign Wealth Funds
19:34 – Debt Levels and Risks for PIF
21:32 – Encouraging Independent Borrowing in PIF Entities
22:44 – The Growth of Tadawul and GCC Markets
23:48 – Sovereign Wealth Funds and Global Investments
26:02 – Partnerships and Long-term Commitments in Investments
27:16 – Emerging Sovereign Wealth Funds Beyond the Gulf
28:36 – Resource-backed vs. Resource-poor Sovereign Funds
29:57 – The Evolving Role of ESG in Sovereign Wealth Funds
32:02 – Investment Trends: AI and Digital Technologies
34:31 – Transparency in Sovereign Wealth Funds
37:52 – Navigating Geopolitical Risks in Investments
40:54 – Future Projects and Research Insights

📌 About the Guest
Diego Lopez is Managing Director of Global SWF, the leading intelligence platform tracking sovereign wealth and pension funds. His work focuses on transparency, governance, capital allocation and global investment flows.

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