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QIA’s RWE Deal Shows Sovereign Investors are Backing Grid Infra to Support Renewables Build-Out

29th June, 2026

Qatar Investment Authority’s EUR432 million (US$490 million) participation in RWE’s capital raise is a bet on the grid bottleneck behind Europe’s energy transition.

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MGX Puts Abu Dhabi At The Centre Of The AI Capital Rush with US$50bn Raise

24th June, 2026

Abu Dhabi’s AI strategy is running via MGX which has reported a US$50 billion raise from sovereign funds, pensions and institutions, capturing third-party capital to invest in models, chips, data centres, digital finance and regulated platforms.

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SWFs Use Secondaries to Reprice Private Market Exposure

23rd June, 2026

After years of pouring capital into private markets, sovereign wealth funds are facing a less comfortable phase. Fund stakes bought for long horizons are staying on balance sheets for longer than expected, and some are now being sold before managers can deliver exits.

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Mubadala’s Greenlink Deal Extends Abu Dhabi’s UK Grid Exposure

16th June, 2026

Mubadala’s US$200 million Greenlink investment adds regulated electricity interconnection to Abu Dhabi’s existing UK power exposure.

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ADIC seeks its place within Abu Dhabi Inc. with a renewed team and focus

15th June, 2026

In September 2025, we reported about the latest changes at ADIC (formerly known as “the Council”), including the restructuring of its portfolio, the hiring of several seasoned investment professionals, and an increased oversight from its mother company, Mubadala. Nine months later, the team, portfolio and focus has continued to evolve as the SWF seeks its place in the over-crowded investment ecosystem of Abu Dhabi Inc.

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Sovereign Investors Prepare for Payback as Giga-IPOs Hit the Markets

9th June, 2026

This week could be historical for financial markets as SpaceX kicks off a series of “Giga-IPOs”, with valuations of US$ 1 trillion or more, and with unprecedented fundraising targets. Elon Musk’s conglomerate, which includes X (formerly Twitter) and xAI is currently the most valuable private company in the world at US$ 1 trillion and is targeting a value of US$ 1.75 trillion when it gets listed on June 12 on Nasdaq.

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Gulf SWFs And The Iran War: Three-Month Scenario Update

5th June, 2026

Three months into the Iran war, the Gulf is no longer in the first shock phase, but it is not back to normal. Energy flows have partly adapted, sovereign funding markets remain open, and the largest Gulf SWFs are still deploying capital.

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Sovereign Capital Moves Into Anthropic’s US$965bn AI Platform

2nd June, 2026

Anthropic’s US$65 billion Series H further integrates GIC, Temasek, and MGX into the private ownership of large-model AI.

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Mubadala Realises US$3 Billion From GlobalFoundries Rally

28th May, 2026

Mubadala has realised more than US$3 billion from GlobalFoundries in less than one quarter and yet still controls the strategically important semiconductor producer.

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SpaceX IPO Would Put Gulf State Capital’s Musk Exposure Into Public View

27th May, 2026

A SpaceX IPO would set a public reference price for Gulf state-capital positions in Elon Musk’s companies, as well as shine a light on Gulf ambitions in AI.

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Sovereign Investors see the Value of their US Equities drop; Canadians Double Down

18th May, 2026

Sovereign Wealth Funds and Public Pension Funds saw their portfolios of US Equities decrease in value significantly during the first quarter of 2026, due to the War in Iran and the subsequent effect in oil prices and global financial markets. According to the quarterly filings released by SEC this week, the average holdings of Sovereign Investors would have fallen 12% by March 31, after all investments and exits.

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L’IMAD Gets Ready For Take-Off

15th May, 2026

On Thursday, Blackrock’s wholly owned GIP announced a US$ 30 billion partnership with L’IMAD, ADNOC, and Temasek, to invest in infrastructure investment across the GCC and Central Asia. The partnership will raise a combination of equity and debt capital to target both greenfield and brownfield assets across key segments including energy, transportation, logistics, digital, water, and waste management.

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