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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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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13th May, 2026
Mubadala’s US$325 million investment in Hornsea 3 adds to Abu Dhabi’s position in UK clean power as Britain continues to rely on long-duration capital to finance the electricity transition.
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30th April, 2026
Two months after the outbreak of the US-Israeli war with Iran, Gulf SWFs are acting according to mandate rather than market sentiment.
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13th April, 2026
Mubadala’s 2025 results show the fund is growing through more than portfolio performance alone. The stronger point is strategic. Mubadala is diversifying investing, third-party capital, domestic strategic assets and thematic platforms, and 2025 showed increasing weight in AI-related sectors, private credit and acquired asset management capacity.
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9th April, 2026
Mubadala Capital’s third Brazil fund shows that its Brazil strategy is still expanding despite the Middle East war.
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7th April, 2026
The reported PIF talks over a possible US$5 billion SpaceX IPO investment and the reported US$24 billion of Gulf sovereign backing for Paramount Skydance’s Warner deal show that Gulf sovereign wealth funds are becoming crucial repeat providers of large minority capital to Western billionaire-led platforms.
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6th April, 2026
BlackRock’s relationships with sovereign wealth funds have moved well beyond traditional mandates, with the firm now serving different funds as external manager, platform builder, infrastructure sponsor and co-investment partner depending on the mandate, asset class and strategic objective.
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30th March, 2026
Manipal Health’s proposed IPO shows Temasek moving a scaled India healthcare platform from private build-out to public-market funding rather than pursuing a broad exit. The transaction is weighted toward fresh capital, with proceeds directed to debt reduction and the integration of Sahyadri Hospitals, which points to recapitalisation after an acquisition-led expansion phase.
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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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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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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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