GULF OUTLOOK04.28.2026
The Gulf Allocator's Playbook for 2026
Positioning Gulf-region capital across asset classes and geographies in a higher-volatility regime.
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Regional outlooks, framework notes, and the President's letters, published from the desks where the work is done.
Positioning Gulf-region capital across asset classes and geographies in a higher-volatility regime.
Operating-model implications for families navigating the wealth transition across Greater China, Singapore, and Japan.
A framework for evaluating Sukuk, murabaha-backed structures, and halal private credit allocations.
Reflections on nearly a decade of compounding capital across cycles.
Why regulated and concession assets remain central to long-duration capital programs.
Where the senior secured opportunity remains, and where capacity discipline matters most.