即使战争扰乱商业活动和经济增长，海湾主权财富基金仍有望迎来有史以来最活跃的年份之一。据咨询机构Global SWF预测，到今年年底，海湾地区主权财富基金预计将投资1360亿美元，使2026年成为有记录以来第二活跃的年份。阿布扎比穆巴达拉主权基金今年迄今已投资262亿美元，位居首位。
Gulf sovereign wealth funds are on track for one of their most active years of dealmaking ever, even as war disrupts businesses and economic growth. Regional funds are forecast to invest $136 billion by year-end, making 2026 their second-busiest on record, according to consultancy Global SWF. Abu Dhabi’s Mubadala leads with $26.2 billion invested so far this year.
海湾主权基金近一半的投资流向美国，表明尽管围绕海湾国家与其主要战略盟友未来关系的讨论不断，美国资产仍具有吸引力。海湾主权基金是华纳兄弟1100亿美元收购交易的主要资金支持方。
Nearly half of Gulf sovereign fund investment went to the US, showing that American assets remain attractive despite the debate about the future of Gulf states’ relationship with their main strategic ally. Gulf funds are major backers of the $110 billion takeover of Warner Bros.
Global SWF表示，科威特和卡塔尔的主权基金也可能被要求向政府预算划拨资金，以帮助支撑受霍尔木兹海峡石油出口下降影响的国家财政。但这不会阻止这些基金在未来几年迅速扩张；到2030年，海湾主权基金控制的资产预计将从6.1万亿美元增至8.8万亿美元。——马修·马丁
Kuwait’s and Qatar’s funds may also be called on to transfer money to their government budgets to help prop up state finances, hit by the decline in oil exports through the Strait of Hormuz, Global SWF said. That won’t stop the funds from expanding rapidly in coming years, with Gulf funds set to control $8.8 trillion by 2030, up from $6.1 trillion. — Matthew Martin