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By Salar Ghahramani
As Global Policy Advisors LLC continues to explore the structure and governance of a potential U.S. sovereign wealth fund, a timely question arises: Should such a fund be used to buy domestic equities during market sell-offs? Sovereign wealth funds perform best when their investment decisions are insulated from political pressures. The priority must remain long-term value—not short-term optics. Yet the tension remains: Could—or should—a U.S. SWF act in the name of “national interest” by stepping in to stabilize markets during periods of volatility? Reports suggest China’s CIC may be doing just that, buying the dip to support its stock market amid tariff-driven turbulence. Would this be sound counter-cyclical investing—or a signal that markets are being shaped more by politics than fundamentals? This dilemma highlights the critical design question—how can policymakers structure a SWF that serves national goals without compromising investment discipline. Full briefings are available to existing clients. Please contact us here for further details. Comments are closed.
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SWF 2050™
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