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Mubadala Energy’s strategic role is growing as geopolitical turmoil hits energy markets

18th March, 2026

Mubadala Energy is becoming more important to Mubadala, not less. The company is now a gas-weighted international platform with exposure across Southeast Asian upstream gas, US LNG and the Eastern Mediterranean, giving Mubadala a hydrocarbon business that is better aligned with energy security and transition narratives than a pure oil producer would be.

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Gulf SWFs Reposition Private Credit: Scaling up Globally, Deploying Domestically and Building Onshore Markets

26th February, 2026

Private credit assets under management globally reached approximately US$2.4 trillion by the end of 2025, according to industry estimates, and now fund roughly 80% of leveraged buyout financing in the US and Europe.

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Mubadala’s Public Equity Strategy: Concentration Holds, Optionality Expands

17th February, 2026

Mubadala’s latest 13F filing for Q4 2025 confirms that its US-listed equity portfolio remains dominated by a single strategic industrial holding, but the Abu Dhabi sovereign wealth fund has broadened the rest of its portfolio, making it more thematic and more active than it has been for several quarters.

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GIC anchors a sovereign presence in frontier AI

13th February, 2026

Anthropic’s US$30 billion Series G financing, valuing the company at approximately US$380 billion post-money, represents one of the largest private capital raises in the technology sector to date. The round was led by GIC alongside Coatue, with MGX participating as a co-lead and a broad syndicate of institutional and strategic investors completing the allocation. Earlier, in September 2025, Anthropic had raised US$13 billion in a Series F round that included both GIC and Qatar Investment Authority (QIA), embedding sovereign capital in the company before the most recent step-change in valuation.

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Mubadala and Getir: From emergency recapitalisation to an engineered exit

12th February, 2026

Abu Dhabi’s Mubadala Investment Company has agreed to sell Getir’s Turkish delivery operations to Uber Technologies, bringing to a close one of the most visible sovereign interventions in the post-pandemic technology correction.

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Ownership Transition in Asian Data Centres: GIC and Mubadala Join KKR in Proposed US$10bn STT GDC Buyout

3rd February, 2026

A consortium led by KKR and Singtel is in advanced discussions to acquire ST Telemedia Global Data Centres (STT GDC) in a transaction that could value the company at more than US$10 billion.

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Power Move in Abu Dhabi: L'IMAD takes over ADQ, Al Zaabi emerges as big winner

30th January, 2026

Hours after publishing an article on Mohamed Al Suwaidi's transfer from ADQ to Lunate, the Abu Dhabi Media Office announced the take over of ADQ by L'IMAD, which helped explained the previous announcement. As confirmed by the Government, there will now be three major SWFs in the Emirate: ADIA, Mubadala (incl. ADIC), and L’IMAD (incl. ADQ).

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UAE President’s India Visit Underscores a Decade-Long Shift in Sovereign Wealth Strategy

21st January, 2026

When UAE President Mohamed bin Zayed Al Nahyan – aka MBZ – visited India on 19 January, the joint statement that followed ranged across trade, defence, energy, technology and education.

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Treasury moves to calm sovereign wealth fund tax fears - but questions remain

19th January, 2026

When concerns began to circulate late last year that the Trump administration was preparing to upend the tax treatment of SWFs, the reaction  saw lawyers issue alerts, investors reviewing strategies and fund managers fielded anxious calls.

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Abu Dhabi’s fourth SWF L’IMAD gets a new Board, CEO, and mandate

13th January, 2026

On Monday, the Supreme Council for Financial and Economic Affairs (SCFEA), which is chaired by Sheikh Mohamed bin Zayed (MbZ) and supervises all major energy and investment vehicles of Abu Dhabi, issued a resolution naming the new Board of Directors and the inaugural CEO of L’IMAD, the Emirate’s latest SWF.

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xAI’s $20bn round draws sovereign capital deeper into the AI stack

8th January, 2026

Elon Musk’s artificial intelligence company xAI has raised US$20 billion in an upsized Series E funding round, underscoring how state-owned investors are increasingly treating AI not as a single venture bet, but as a strategic asset class spanning models, data and the physical infrastructure that runs them.

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The US as the Decision Market: Why 2025 Marked a Structural Break in Sovereign Investment

5th January, 2026

In 2025, sovereign investors channelled more than US$140 billion into the US economy, lifting the country’s share of global sovereign deal activity to over 50%, as revealed in Global SWF’s 2026 Annual Report published last week.

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