Rohan Advani

@rohanadvani.bsky.social

sociologist. mostly reading and writing about sovereign wealth funds, political economy, and development. persian gulf and singapore. phd @uclasociology // fellow @centuryintl #coys

It makes sense to expect a new age of inducements for institutional capital pools to hold sovereign debt (aka financial repression), as @martinsandbu.ft.com argued last week. Alas, it appears state managers are too macrofinancially incompetent to pull that off and instead are self-sabotaging bigly.

Dutch pension funds set to sell €125bn of government bonds
Overhaul of Eurozone’s largest retirement sector is expected to put pressure on continent’s debt markets
Pension funds 💔 gilts
For whom the bell tolls

The UK's NWF is positive for progressive management of the economy. But in the long-run, the Left will have to repurpose it to expand its balance sheet, include trade unions, and build up its own financial expertise. My latest for Tribune tribunemag.co.uk/2025/04/diri...

Dirigisme Just to Feel Something

Rachel Reeves threatened us with a good time by creating the notionally statist, pro-green National Wealth Fund. But its lack of funding, reliance on private capital and exclusion of the unions will s...

tribunemag.co.uk

PE firms trying to come for retirement funds: "higher interest rates and declining asset values have led to fewer initial public offerings and sales. Investors aren’t getting their money back, choking off the cycle of reinvestment." www.bloomberg.com/news/article...

Private Equity Is Coming for America’s $12 Trillion in Retirement Savings

Inside the push to change how every American’s nest egg is invested and make private assets mainstream.

bloomberg.com

Investments are going to be pouring in, but Gulf states should make sure that they're not locked into costly obligations and that their diplomatic and de-escalatory initiatives are not compromised. My latest for @centuryintl.bsky.social tcf.org/content/comm...

Will Gulf Countries Think Trump's Glitter Is Gold?

Donald Trump has quickly made it clear that the guiding light in his relationships with Arab countries of the Gulf will be his trademark transactionalism.

tcf.org

Smart piece on USA-Gulf relations under Trump, highlighting their deeply mismatched expectations and suggesting Gulf states are likely best off hedging against overexposure to America’s chaotic politics by tilting eastward. @rohanadvani.bsky.social @centuryintl.bsky.social tcf.org/content/comm...

Will Gulf Countries Think Trump's Glitter Is Gold?

Donald Trump has quickly made it clear that the guiding light in his relationships with Arab countries of the Gulf will be his trademark transactionalism.

tcf.org

“The insurgents vowed to push all the way into Damascus, but life in the Syrian capital remained normal…In southeastern Aleppo, however, the main road out of the city was gridlocked as people fled the fighting, and gas stations were short on fuel.” apnews.com/article/syri... @chehayebk.bsky.social

Syria launches counterattacks in an attempt to halt insurgency, as Iran's top diplomat meets Assad

The Syrian military rushed reinforcements to the northwest and launched airstrikes Sunday in an attempt to push back insurgents who seized the country’s largest city of Aleppo.

apnews.com

We’re all trying to guess how ideological cleavages within Trump’s cabinet may affect the Middle East. But could a lesser known Lebanese politician drive American policy in the region? Great analysis of Massad Boulos by the excellent @aronlund.bsky.social tcf.org/content/comm...

Trump’s Would-Be Lebanon Whisperer

With Donald Trump now on his way back to the White House, the Middle East is on tenterhooks about future U.S. policy. If Trump maintains the radical

tcf.org