What Are Sovereign Wealth Funds and Does the U.S. Need One?
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The U.S. and the UK each announced they were establishing sovereign wealth funds. We explore the purposes and types of sovereign wealth funds, how they invest, and some concerns with the U.S. establishing one.

Topics covered include:

• What are the four types of sovereign wealth funds, and why the U.S. doesn't fit the typical use case
• How sovereign wealth funds navigate between politics and generating high returns
• Why a U.S. sovereign wealth fund, depending on its size, could crowd out other investment capital, leading to lower investment returns
• How the U.S. already invests in its economy without a sovereign wealth fund

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Show Notes

Fact Sheet: President Donald J. Trump Orders Plan for a United States Sovereign Wealth Fund—The White House)

A Plan For Establishing A United States Sovereign Wealth Fund—The White House)

International Forum of Sovereign Wealth Funds)

Sovereign Wealth Funds: Past, Present and Future by Salman Bahooab, Ilan Alonb, and Andrea Paltrinieria—ScienceDirect)

Guardians releases 2024 Annual Report—NZ Super Fund)

UK Wealth Fund Brings Government And Private Investment Together by Efraim Chalamish—Global Finance)

2024 Invesco Global Sovereign Asset Management Study—Invesco)

Top 100 Largest Sovereign Wealth Fund Rankings by Total Assets—Sovereign Wealth Fund Institute)

The Importance and Perspectives of Sovereign Wealth Funds in the Globalised Economy by Jan Černohorský and Kateřina Tesnerová—SHS Conferences)

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