Julio Romo Julio Romo

Why Sovereign Wealth Funds Are Becoming GPs

Sovereign wealth funds are quietly building their own asset-management platforms. They are becoming the GPs they used to fund, not just the LPs behind them. What is the impact of this move?

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Julio Romo Julio Romo

The gap between geopolitical intelligence and investment decisions.

Most investors understand the world is more volatile. The briefings arrive. The risk reports land. The geopolitical picture, multipolarity, fragmentation, the erosion of the rules-based order, is broadly understood. But understanding the risk and being architecturally ready to act on it are two very different things. This piece makes the case for what is missing.

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