Mubadala is a responsible global investor, active across multiple sectors, asset classes and geographies. We partner with best-in-class investors all around the world and deploy capital purposefully, to generate sustainable long-term financial returns, while delivering positive outcomes for current and future generations.
As a forward-leaning and responsible investor, Mubadala continuously endeavors to:
- Focus on preserving and creating value in portfolio companies and supporting them in their growth trajectories.
- Build and strengthen relationships with institutions that share similar values.
- Deliver tangible positive impact to people, communities and the environment, in the UAE and abroad.
Mubadala has a long-term investment horizon and invests in areas of high conviction with the aim of building a resilient, well-diversified portfolio. This approach has led to investments in areas with strong tailwinds. Some examples include: technology, healthcare, digital infrastructure, the energy transition and Asia.
Mubadala’s investment strategy and activity is underpinned by a set of core themes:
- Globalization is expected to continue to be more fragmented, with regions growing at different paces, leading to less synchronized economic cycles, while supply chains become increasingly regionalized over the next decade.
- Breakthroughs in Artificial Intelligence and technological innovation will deliver increased digitalization and exponential progress across sectors, presenting new opportunities and risks.
- Resource scarcity, energy security and increased visibility of climate change will accelerate the global push towards clean and new energy, as well as sustainable capitalism.
- Demographic and social shifts including aging populations, a rising middle class in developing and emerging markets, and a greater focus on social issues among younger generations will continue to shape market dynamics.
- Rapid urbanization and growing populations in cities will drive significant demand for infrastructure, transportation and housing. This will be coupled in developed markets with infrastructure renewal and upgrading, with a focus on digitisation and sustainability.
Mubadala periodically reviews its Strategy and dynamically adapts to the changing landscape, as it furthers the Shareholder’s strategic objective of building a globally integrated and diversified economy.