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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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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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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28th May, 2026
Mubadala has realised more than US$3 billion from GlobalFoundries in less than one quarter and yet still controls the strategically important semiconductor producer.
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27th May, 2026
A SpaceX IPO would set a public reference price for Gulf state-capital positions in Elon Musk’s companies, as well as shine a light on Gulf ambitions in AI.
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18th May, 2026
Sovereign Wealth Funds and Public Pension Funds saw their portfolios of US Equities decrease in value significantly during the first quarter of 2026, due to the War in Iran and the subsequent effect in oil prices and global financial markets. According to the quarterly filings released by SEC this week, the average holdings of Sovereign Investors would have fallen 12% by March 31, after all investments and exits.
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15th May, 2026
On Thursday, Blackrock’s wholly owned GIP announced a US$ 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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