CONTENT & MEDIA
MEDIA APPEARANCES & DOCUMENTARY SERIES COMING 2026
ESSAYS & ANALYSIS
The New Infrastructure Stack: Private Capital in Regional Resilience
Coming Soon
Investment Thesis
Supply Chain Realignment: Where Value Gets Created
Coming Soon
Energy Security and Long-Term Capital
Coming Soon
Realignment newsletter
Our monthly briefing on structural change, geopolitical developments, and capital deployment opportunities.
Each issue includes:
- Analysis of ongoing developments in
our focus sectors
- Geopolitical and economic trends
- Infrastructure and energy market updates
- Capital flows and institutional activity
- Recommended reading and research
Perspectives on private markets, capital deployment, and value creation in dynamic environments.
We publish original research, market analysis, and strategic perspectives on the sectors and geographies where we invest.
Our content is designed for institutional investors, sophisticated operators, and partners seeking to understand where structural change is creating opportunity.