Sovereign Investors Shift Toward Energy Assets Amid Global Uncertainty

Sovereign wealth funds and central banks managing a combined $29 trillion in assets are increasing investments in energy-related assets while reassessing exposure to the U.S. dollar, according to an Invesco survey.

Sovereign wealth funds are increasing investments in energy infrastructure to strengthen portfolios against geopolitical uncertainty.

Reuters reported that the survey of 90 sovereign wealth funds and 54 central banks found investors placing greater emphasis on diversification and building portfolios that can better withstand geopolitical shocks, including trade tariffs, supply chain disruptions, and conflicts in Ukraine and the Middle East.

About 80 percent of respondents identified energy security and energy-transition infrastructure as the most attractive investments for improving portfolio resilience.

Infrastructure investments accounted for 9 percent of sovereign wealth fund assets in 2026.

The survey also found that the rapid expansion of artificial intelligence infrastructure, with its growing energy requirements, has increased the appeal of energy-related investments.