Thematic Domains
- Industrial Resurgence - Allied nations must rebuild the manufacturing and defense industrial base that decades of globalisation hollowed out. Will defense and national security concerns power a hard asset super cycle of investment, and what new alliances are emerging around industrial capacity, supply chains, and critical infrastructure to lead priorities for investment and to begin building?
- Space Hegemony - The next theatre of allied competition and cooperation is orbital. Satellites underpin every modern military capability, every financial transaction, every supply chain. Space is no longer a scientific frontier - it is critical infrastructure for every dimension of modern power. Which states, alliances of states, and non- state actors will control the orbital layer - and in doing so shape the battlefield, the global economy, and next-generation communications infrastructure?
- Capital Realignment - Defense budgets are surging across NATO. Private capital, pension funds, sovereign wealth funds, private equity, and venture capital, are now competing in what was previously a purely state domain. Capital is no longer following commercial logic alone; what are the new industrial and strategic priorities of allied nations that capital is aligning around?
