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Capital, policy, and market perspective

Analysis on development finance, risk management, fund structuring, and Gulf and international capital markets from our Dubai team and the wider group.

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Analysis on development finance, risk management, fund structuring, and Gulf and international capital markets from our Dubai team and the wider group.

CAPITAL

CAPITAL

Sukuk and Conventional Debt in One Capital Stack

March 3, 2026 · 8 min read

FUNDS

FUNDS

Choosing a Domicile: DIFC, ADGM, or Offshore

February 24, 2026 · 7 min read

CAPITAL

CAPITAL

What the Independent Water and Power Model Actually Finances

February 17, 2026 · 8 min read

GUARANTEE

GUARANTEE

Guarantees in Gulf Project Finance: Who Provides What

February 10, 2026 · 7 min read

CAPITAL

CAPITAL

Availability Payments in Gulf Social Infrastructure

January 27, 2026 · 6 min read

LEGAL

LEGAL

Foreign Ownership Rules and the Holding Structures They Produce

January 20, 2026 · 6 min read

CAPITAL

CAPITAL

Project Bonds and Bank Debt in Gulf Financings

January 13, 2026 · 6 min read

POLICY

POLICY

Local Content Requirements and What They Actually Cost

January 6, 2026 · 5 min read

ESG

ESG

ESG Reporting for Gulf Issuers and Borrowers

December 16, 2025 · 5 min read

LEGAL

LEGAL

Escrow in Off-Plan Real Estate and What It Protects

December 9, 2025 · 5 min read

LEGAL

LEGAL

Dispute Resolution Choices in Gulf Contracts

December 2, 2025 · 5 min read

FUNDS

FUNDS

Co-Investing Alongside a Sovereign Investor

November 25, 2025 · 5 min read

RISK

RISK

Tariff Indexation in Long-Dated Contracts

November 18, 2025 · 5 min read

RISK

RISK

Insurance and Takaful in Gulf Project Structures

November 11, 2025 · 5 min read

CAPITAL

CAPITAL

Desalination Offtake and Why It Finances Differently

November 4, 2025 · 5 min read

CAPITAL

CAPITAL

Hydrogen Offtake and the Bankability Gap

October 28, 2025 · 5 min read

POLICY

POLICY

What a Rating Process Asks of a GCC Issuer

October 21, 2025 · 5 min read

FUNDS

FUNDS

Listing Locally or Internationally: What Changes

October 14, 2025 · 5 min read

LEGAL

LEGAL

Free Zone or Onshore: Where the SPV Should Sit

October 7, 2025 · 5 min read

ESG

ESG

Family Business Governance Before a Transaction

September 30, 2025 · 5 min read

CAPITAL

CAPITAL

Blended Finance and EU Development Mandates

February 10, 2026 · 7 min read

CAPITAL

CAPITAL

PPP and Availability-Based Models in European Infrastructure

March 10, 2026 · 7 min read

CAPITAL

CAPITAL

Mobilizing Institutional Capital for Grid and Storage

April 14, 2026 · 7 min read

CAPITAL

CAPITAL

Export Credit Agency Cover in Sovereign and Infrastructure Capital Stacks

May 12, 2026 · 7 min read

RISK

RISK

Enterprise Risk Management for Capital-Intensive Mandates

June 9, 2026 · 7 min read

RISK

RISK

Incident Memo: When a Municipal Offtaker Stops Paying — and Nobody Defaults

June 9, 2026 · 7 min read

RISK

RISK

Due Diligence for IC and DFI Gates: A Working Checklist

July 14, 2026 · 7 min read

FUNDS

FUNDS

Letter to Prospective Limited Partners: Governance Before Growth

August 11, 2026 · 7 min read

FUNDS

FUNDS

Alternative Strategies for European LPs: A Strategy Map

September 8, 2026 · 7 min read

FUNDS

FUNDS

LP Memo: Co-Invest Access, Allocation Fairness, and Fee Economics

October 13, 2026 · 7 min read

POLICY

POLICY

EU Capital Markets Union and the Institutional Investor Agenda

February 10, 2026 · 6 min read

POLICY

POLICY

National Recovery Plans and Private Capital Mobilization

March 10, 2026 · 6 min read

POLICY

POLICY

Regulatory Convergence Across DACH, Southern, and Nordic European Markets

August 11, 2026 · 6 min read

POLICY

POLICY

Development Finance Institutions and the Future of European Co-Financing

September 8, 2026 · 6 min read

CREDIT

CREDIT

Guarantee Facilities and Partial Risk Sharing for Infrastructure Debt

May 12, 2026 · 7 min read

CREDIT

CREDIT

First-Loss and Mezzanine Credit Enhancement in Blended Finance Stacks

July 14, 2026 · 7 min read

CREDIT

CREDIT

Sovereign Guarantee Programs and Private Capital Catalysis

October 13, 2026 · 7 min read

IMPACT

IMPACT

ESG Integration Across the Investment Lifecycle in European Markets

April 14, 2026 · 7 min read

IMPACT

IMPACT

Impact Measurement for Development Finance and Institutional Mandates

November 10, 2026 · 7 min read

IMPACT

IMPACT

Transition Finance and Credible Decarbonization Pathways in European Industry

November 10, 2026 · 7 min read

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Analysis on development finance, risk management, fund structuring, and Gulf and international capital markets from our Dubai team and the wider group.

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