Abu Dhabi sovereign investor Mubadala Investment Company has reaffirmed confidence in its long-term global investment strategy despite ongoing regional tensions, with chief executive Khaldoon Khalifa Al Mubarak saying the fund is drawing on the UAE’s proven resilience to “create opportunity from disruption.”
In a message to partners and stakeholders worldwide, Al Mubarak said the UAE’s institutions had responded to the conflict with “determination, agility and a clear priority on the safety and well-being of the country’s residents,” while emphasising that Mubadala continues to operate normally across its global portfolio.
“Each challenge reinforces the path we are on, with dexterity and coordination enabling us to create opportunity from disruption,” he said. “We are adapting to near-term uncertainty while remaining focused on the future.”
The letter underscores the strategic role Mubadala plays at the centre of Abu Dhabi’s economic diversification drive, managing assets worth about $330 billion across sectors ranging from artificial intelligence and clean energy to healthcare, advanced manufacturing and infrastructure.
Al Mubarak said the strength of the fund’s portfolio reflects “the long-term vision of Abu Dhabi’s leadership”, adding that Mubadala had repeatedly demonstrated its ability to navigate periods of geopolitical uncertainty while continuing to deliver transformational investments globally.
The statement comes as global investors monitor the regional security environment closely, even as sovereign wealth funds in the Gulf continue expanding cross-border investments in technology, energy transition and next-generation infrastructure.
Mubadala has remained active on the dealmaking front in 2025 and early 2026, reinforcing its role as one of the region’s most influential global investors. Earlier this year, the fund participated in a $16 billion funding round for Waymo, underscoring its commitment to advanced mobility and artificial intelligence technologies shaping future economies.
It also backed a $170 million investment round in Property Finder, strengthening its exposure to regional digital platforms aligned with the UAE’s fast-growing property technology ecosystem.
In the energy sector, Mubadala Energy recently acquired a 15 per cent stake in Egypt’s Nargis Offshore Area concession from Eni, expanding its Eastern Mediterranean gas portfolio and supporting the emirate’s strategy to invest in transition fuels alongside renewables.
The company also completed the sale of its stake in CoolIT Systems as part of a transaction valued at $4.75 billion, highlighting Mubadala’s ability to unlock value from technology investments tied to the global surge in demand for high-performance computing and AI infrastructure.
These moves build on Mubadala’s broader push into future-focused industries such as semiconductors, life sciences, clean hydrogen and digital infrastructure — pillars that are increasingly central to Abu Dhabi’s long-term economic transformation strategy.
Analysts say sovereign investors like Mubadala are playing an increasingly important stabilising role during periods of market volatility by continuing to deploy capital counter-cyclically and supporting innovation-driven sectors.
Al Mubarak noted that the UAE’s experience navigating complex geopolitical environments over decades continues to shape the fund’s investment approach.
“Our focus reaffirms the strength of the foundation we have built over two decades,” he said. “I have every confidence we will emerge stronger, as we have done time and time again.”
Mubadala’s global partnerships — spanning North America, Europe, Asia and emerging markets — remain central to its strategy of generating sustainable long-term returns while supporting the UAE’s transition toward a diversified, knowledge-based economy.
As regional tensions persist, the fund’s leadership signalled that maintaining operational continuity, strengthening international partnerships and continuing strategic investments remain top priorities.
The message to investors is clear, say analysts. “Despite near-term uncertainty, Abu Dhabi’s long-horizon capital strategy remains firmly on track — anchored by resilient institutions, global connectivity and confidence in future growth sectors shaping the next phase of the world economy.”
