The U.S. and Europe feared the Iran conflict would curtail the Gulf's appetite for global investments. The opposite is true | Fortune

No slowdown in Gulf sovereign investments amid Iran war | The National

Gulf SWFs ($5.7T AUM) held or accelerated Q2 investment pace despite Iran war and Hormuz closure, per Global SWF's June report. For deal teams and fund managers, these vehicles are countercyclical: geopolitical shock is not compressing Gulf LP allocation timelines or ticket sizes.