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Mubadala’s US$500mn Barings partnership that’s bigger than the headline number

17th December, 2025

Mubadala’s new US$500m global real estate debt partnership with Barings looks modest beside the Abu Dhabi investor’s overall balance sheet, but it is a useful clue to where the firm is putting its energy.

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QIA and Brookfield Push Sovereign Capital Deeper Into AI Infrastructure

10th December, 2025

Qatar’s sovereign wealth fund has joined the front rank of investors shaping where the next wave of artificial intelligence will physically live.

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Abu Dhabi’s New Real Asset Gatekeeper

8th December, 2025

The announcement of the creation of Aldar Capital by Aldar and Mubadala Capital builds on the joint venture between the two Abu Dhabi heavyweights, shifting from domestic co-investment into an institutional platform that seeks to attract global third party capital into Gulf real estate and infrastructure, using Abu Dhabi Global Market (ADGM) as its base.

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KIA, Brookfield and the Rising AI Infra Club: Sovereign Wealth Funds Build the Stack

25th November, 2025

When Brookfield Asset Management unveiled a new US$100 billion programme to build out artificial intelligence infrastructure last week, one name in the press release signalled how far the balance of power in AI has shifted: the Kuwait Investment Authority.

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Mubadala’s Public Equity Strategy: Chips, Credit and Crypto, Revisited

19th November, 2025

Mubadala’s latest 13F filing for Q3 2025 shows a US-listed equity portfolio that is still dominated by a single strategic holding, but with a steadily more developed supporting cast around it.

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SWFs are Driving the Take-Private Surge

13th November, 2025

In the past two years, public-to-private (P2P) deals have re-emerged as one of the most reliable channels for private capital deployment at a time of volatility, with sovereign wealth funds serving as anchors and cornerstone investors in consortium take-privates.

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QIA–ORIX’s Japan fund is the tip of a bigger shift in how sovereigns build platforms

12th November, 2025

Qatar Investment Authority (QIA) and ORIX have launched a Japan-only buyout vehicle, OQCI Fund LP, at the yen-equivalent of US$2.5 billion.

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L’imad: The Sudden Birth of A Fourth Pillar In Abu Dhabi Inc

3rd November, 2025

Abu Dhabi has introduced a new state vehicle with minimal public fanfare but immediate consequence.

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GIC Tests the Secondaries Market with a US$1bn LP-Stakes Sale

29th October, 2025

Singapore’s GIC is exploring the sale of around US$1 billion of private-equity fund interests, a move that aligns with how the sovereign wealth fund has used the secondaries market over the past few years to fine-tune exposure and recycle capital.

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Mubadala in Brazil: Taking Control and Scaling Up

27th October, 2025

Mubadala has turned Brazil into a multi-platform focus of investment with a strategy that seeks to rebuild distressed assets, lower financing costs and back large-scale decarbonisation. The past year brought hard evidence across roads, restaurants, exchanges, biofuels, higher education - and a potential move into aluminium.

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Saudi Infra, Global Money: Inside the $11bn Leaseback That Lures Sovereign Investors

21st October, 2025

Saudi Aramco’s latest monetisation of its vast Jafurah gas project has pulled in US$11 billion of fresh capital and given sovereign wealth and public pension funds another large, durable way to put money to work in the Gulf without taking a direct bet on commodity prices.

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Global SWF presents its MENA Report in Abu Dhabi

13th October, 2025

Last week, Global SWF presented its 2025 MENA Special Playbook at an event co-hosted with American law firm Morgan Lewis, at the Rosewood Hotel (ADGM) in Abu Dhabi. This is the fifth SWF conference organized by Global SWF in the past 15 months, after two similar workshops in New York, and two more in Singapore.