By Libby George
LONDON, July 10 (Reuters) - Shifting geopolitical alliances are pushing sovereign wealth funds to place greater emphasis on strategic national priorities — from resilient infrastructure to key domestic industries — alongside investment returns, a study released on Friday showed.
The study by Spain-based IE University found sovereign wealth funds managing more than $15 trillion are playing a growing role in funding artificial intelligence as governments increasingly treat AI and semiconductors as strategic ***** ets.
"This fragmented world has had an impact," said Javier Capapé, editor of the report and director of sovereign wealth research at IE University. "Sovereign wealth funds are more and more used by governments to deploy national strategies, develop stronger positions in the global value chains."
The study also showed a shift towards larger deals. While the number of direct investments fell 17% from the previous reporting period to 391 transactions, total spending jumped 91% to $404 billion compared with the university's 2024 report.
LONDON, July 10 (Reuters) - Shifting geopolitical alliances are pushing sovereign wealth funds to place greater emphasis on strategic national priorities — from resilient infrastructure to key domestic industries — alongside investment returns, a study released on Friday showed.
The study by Spain-based IE University found sovereign wealth funds managing more than $15 trillion are playing a growing role in funding artificial intelligence as governments increasingly treat AI and semiconductors as strategic ***** ets.
"This fragmented world has had an impact," said Javier Capapé, editor of the report and director of sovereign wealth research at IE University. "Sovereign wealth funds are more and more used by governments to deploy national strategies, develop stronger positions in the global value chains."
The study also showed a shift towards larger deals. While the number of direct investments fell 17% from the previous reporting period to 391 transactions, total spending jumped 91% to $404 billion compared with the university's 2024 report.
22 days ago
