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Sovereign Wealth Funds

DLA Piper

REIT Tax News - March 2026

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Welcome to the March 2026 issue of REIT Tax News. Below, we summarize three key developments impacting REITs this past quarter....more

Herbert Smith Freehills Kramer

Recent regulations on the US taxation of foreign governments

In December 2025, the Treasury Department released Final and Proposed Regulations under Section 892, intended to clarify the scope of income received by foreign governments that is treated as derived from “commercial...more

K&L Gates LLP

Perspectives In ESG And Sustainable Investment - ESG and the Sustainable Economy Handbook

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In this handbook, the term “institutional investor” covers a number of different entities that invest funds, typically in order to support a particular purpose. Institutional investors include pension funds (U.S. public...more

Morgan Lewis

Legal and National Security Hurdles Facing Sovereign Wealth Fund Investments in Data Centers

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Data centers have emerged as one of the most sought-after infrastructure asset classes globally, including for sovereign investors. Driven by exponential growth in cloud computing, artificial intelligence (AI), and digital...more

Mayer Brown

US Treasury Issues Final and Proposed Regulations Under Section 892 Affecting Foreign Government Investors

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The US Treasury Department and the Internal Revenue Service (IRS) have issued final regulations and new proposed regulations under Section 892 of the Code,1 significantly clarifying when foreign governments and their...more

Cadwalader, Wickersham & Taft LLP

Treasury Dusts Off the Rulebook for Sovereign Wealth Funds

Late in 2025, Treasury and the IRS released a guidance package under Section 892 of the Internal Revenue Code, which exempts foreign governments—including sovereign wealth funds—from tax on certain income derived from passive...more

Paul Hastings LLP

Analyzing the Impact of Proposed Section 892 Regulations on Sovereign Wealth Funds and Other Foreign Governmental Investors

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On Dec. 15, 2025, the IRS published proposed regulations under Section 892 of the Internal Revenue Code that provide additional guidance relating to the taxation of foreign government income from investments in the United...more

Skadden, Arps, Slate, Meagher & Flom LLP

As Insurance, Private Capital and Asset Management Converge, Investors Jump Into Sidecars

Global growth in insurance premiums has created a need for more capital in the sector — a need being answered by financial sponsors, sovereign wealth funds, family offices and investment managers....more

Skadden, Arps, Slate, Meagher & Flom LLP

M&A in the Middle East: AI, Financial Services and Energy Transition Lead the New Wave

In the first half of 2025, the Middle East’s M&A deal volumes grew by 19% — a significant growth relative to global M&A — according to analysis by professional services provider PwC....more

DLA Piper

Canada-Gulf investment outlook 2026: Key sectors and opportunities

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Canada–Gulf investment decisions are increasingly turning into completed deals, creating real opportunities for Canadian companies looking to grow beyond North America. For boards and CEOs, the Canada–Gulf corridor offers a...more

McDermott Will & Schulte

IRS releases final and proposed regulations affecting the taxation of foreign governments

On December 15, 2025, the US Department of the Treasury and the Internal Revenue Service (IRS) published final regulations and proposed regulations under Section 892 of the Internal Revenue Code relating to the taxation of...more

DLA Piper

Final And Proposed Treasury Regulations Published Under Section 892 Of The Code: Key Takeaways

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On December 15, 2025, the United States Department of the Treasury and the Internal Revenue Service (IRS) published final and proposed regulations under Section 892 of the Internal Revenue Code. The final regulations are...more

Morgan Lewis - Data Center Bytes

Powering the Gulf’s Digital Future: A Conversation with Ayman Khaleq on Data Center Investment in the UAE and Saudi Arabia

Ayman Khaleq, a partner at Morgan Lewis, is widely recognized as one of the leading advisors on cross-border investments, digital infrastructure transactions, and securities technology–industry regulatory frameworks in the...more

DLA Piper

Institutional Investor Newsletter - Q4 2025

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1. A banner year: Secondary market transactions reach record levels - Transaction volume in the secondary market is on track for another record year, reaching USD102 billion in just the first six months of 2025 and USD165...more

White & Case LLP

Spreading the wealth: Sovereign funds step up their deal activity

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For years, sovereign wealth funds (SWFs) were viewed as discreet operators, circling the edges of global M&A. They quietly diversified away from domestic markets, largely by committing capital to PE funds. Recently, however,...more

DLA Piper

Capital, Connectivity And Opportunity: The UAE As The Next Strategic Frontier for Canadian Funds

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Canada–UAE investment ties are entering a period of accelerated expansion, underscored by the recent Canada–UAE Investment Summit in Abu Dhabi in November 2025, where Prime Minister Carney from Canada, along with senior...more

A&O Shearman

Global M&A Insights - Dealmaking Momentum Is On The Rise

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Welcome to the latest edition of M&A insights, where we explore the forces shaping transactional activity and predict what will drive dealmaking in the year to come....more

A&O Shearman

Middle Eastern sovereign wealth funds boost regional M&A

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While global M&A volumes fell in 2025, in the Middle East they rose sharply. Many of the biggest investments involved the region’s sovereign wealth funds, which pursued strategic transactions in AI, semiconductors and data...more

A&O Shearman

Policy reforms and economic tailwinds drive global M&A higher

A&O Shearman on

Welcome to the latest edition of M&A insights, where we explore the forces shaping transactional activity and predict what will drive dealmaking in the year to come. M&A data for 2025 reveals more confidence among market...more

White & Case LLP

Strategically navigating the Middle East–Latin America investment corridor: Trends and safeguards

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A new wave of Middle Eastern investment into Latin America is redefining global capital flows and opening opportunities across strategic sectors. As Middle Eastern investors expand into the region, understanding these trends,...more

White & Case LLP

Interview with Africa Infrastructure Investment Managers (AIIM) opportunities.

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Food security is an increasing priority for many countries and notably, in the Middle East. Does sovereign investment present a long-term opportunity for Africa? Is food security becoming an increasingly important benchmark...more

DLA Piper

Unlocking the Canada-Gulf opportunity in mining and capital markets

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The United Arab Emirates (“UAE”) and the Kingdom of Saudi Arabia (“Saudi Arabia”) have rapidly evolved into emerging financial hubs offering diversified pools of institutional capital. Supported by progressive economic...more

Goodwin

Luxembourg Adds Bitcoin to Its Sovereign Wealth Fund and Launches Europe’s First Blockchain-Based Treasury Issuance

Goodwin on

Luxembourg continues to strengthen its position as a European leader in digital finance. During the presentation of the 2026 national budget, Minister of Finance Gilles Roth unveiled two groundbreaking initiatives that place...more

White & Case LLP

Middle Eastern Promise: Saudi Arabia, UAE and Qatar Lead the M&A Charge

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Investors in the Middle East have good reason to be optimistic. Despite ongoing tensions and conflicts in the region, economic growth prospects in many countries are improving. The International Monetary Fund expects GDP in...more

Morgan Lewis

Sovereign Wealth Funds in the Sports Arena

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Over the last decade, sovereign wealth funds (SWFs) have emerged as influential and active players across a range of global asset classes. Most recently, the spotlight has turned to an unlikely but increasingly strategic...more

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