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Our 50-page study of the GCC's twelve sovereign wealth funds — $5.34 trillion across the UAE, Saudi Arabia, Kuwait, Qatar, Oman & Bahrain. Full profiles, holdings, themes, and the 2026–2030 outlook.
Download PDF (50 pages) →The making of the Gulf economy: a 40-page study of GCC development — growth and market share by country, the oil dividend, the diversification scorecard, and the region's bid to rival London and Hong Kong as a financial hub.
Download PDF (40 pages) →Dubai real estate from the ground up: ownership & freehold law, residential and commercial yields district by district, the engineering of the Palms — and our answers to the three investor questions, with a five-year scenario outlook.
Download PDF (40 pages) →Private aviation end to end: the record growth, how billionaires fly now, NetJets & the access economy, and the manufacturers' war — Gulfstream, Bombardier, Dassault, Textron, Embraer — with market shares, flagship comparisons, and the decade outlook.
Download PDF (40 pages) →The superyacht economy end to end: the record 1,093-vessel order book, the Italian and North Sea shipyards, ownership vs charter economics and the true cost of the ten-percent rule, the 180-metre giants — and Navy Capital's outlook for the decade at sea.
Download PDF (40 pages) →Europe end to end: the 2025 re-rating, Norway's $2.2tn fund and the continent's sovereign & pension capital, Germany's €500bn pivot, the quiet champions of Denmark, the Netherlands and Finland — and Navy Capital's full investment prospectus for the European decade.
Download PDF (50 pages) →Global financial cities and the IFSC revolution: the one-point race between New York, London, Hong Kong and Singapore, the special-zone model from Dubai's DIFC to India's GIFT City, how finance itself is changing — and Navy Capital's guide to investing in, and through, the places where money lives.
Download PDF (50 pages) →Tax havens without illusion: the zero-tax map from Dubai to Grand Cayman, the legal structures — trusts, foundations, holdcos, insurance wrappers — behind enduring fortunes, the line where planning becomes crime, how money laundering is hunted, and what remains of secrecy in the most transparent era in history.
Download PDF (40 pages) →Markets are pricing three cuts by year-end. History suggests the first cut matters less than the reason for it. Positioning implications inside.
Read Note →A single-theme study of the $2T private credit market — where the risks are gathering, and the three quality signals we screen for.
Download PDF →| Title | Category | Published | |
|---|---|---|---|
| Model Portfolios — June Rebalance | Model Portfolios | Jun 15, 2026 | Download |
| The Dollar's Long Shadow | Weekly Note | Jun 8, 2026 | Read |
| Q2 2026 Outlook — Steady Hands | Quarterly Outlook | Apr 2, 2026 | Download |
| Japan: The Quiet Compounders | Deep Dive | Mar 2026 | Download |
| Election Years and Equity Returns | Special Note | Feb 2026 | Read |
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