Podcast

The Allocator Briefing — Tuesday, May 26, 2026

$15tn in state hands, the Gulf 7 at 43% of all dealmaking, Indonesia joins — and one chart.

$15tn in state hands, the Gulf 7 at 43% of all dealmaking, Indonesia joins — and one chart.

In this episode

  • Sovereign capital crossed $15 trillion — and became the AI build-out's banker.
  • The model is spreading east: Indonesia's sovereign fund joins the data-centre boom.
  • The Gulf is spending into the dislocation, not retreating from it.
  • The largest owner of all raises the stewardship bar on nature.

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Produced with the UAO Content Engine. AI-assisted; editorially reviewed before release. Not investment advice.

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