Global Insights

As global security dynamics shift and the postwar order gives way to geopolitical fragmentation, The New Martial Plan explores the emerging role of private capital in rebuilding Europe’s defense and infrastructure backbone. Building on the themes introduced in The New Joule Order, this follow-up from Chief Strategy Officer of Energy Pathways Jeff Currie examines how a potential €9 trillion investment wave could reshape the continent—and why private equity and private credit are well-positioned to serve as key enablers of 21st-century reindustrialization.