Insights
What we're learning from our discussions, and the developments we foresee.
October 2026 · Market note
Sovereign wealth passed $15 trillion in 2025. A look at the top 10 by assets, and five younger, development-focused funds writing new mandates now.
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Ten takeaways from four New York events on AI, deep tech, climate finance and impact investing in the Global South, from AI's physical bottleneck to the funding gap at the pilot stage.
Read the full insight →June 2026 · Perspective
Waqf endowments hold an estimated $300 billion to over $1 trillion, much of it earning about 3% a year. Why the gap with leading endowments is a governance and structuring problem, and how to close it.
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