Learn · Track 08Levels 201
Thematic investing: resilience & demographics
Defense and dual-use, sovereign resilience, ageing societies.
201 · Practitioner
4 published LinkedIn Singapore crosses 21.4% of citizens aged 65+: the US PE eldercare playbook for Singapore and Japan post linkWhat the US private equity eldercare playbook could mean here. Oct 2026 ↗ Substack The Ultimate Sandbox: How Video Games are Building (and Breaking) the Future of AI and DefenseGames as AI training grounds, and game tech moving into defense. 6 Sep 2026 ↗ Substack Funding the FrontlinesDefense tech is no longer an edge case. Here is how the US, Europe, and APAC differ in building—and funding—sovereign resilience. 3 Sep 2026 ↗ Substack Sovereign Resilience: Investing in a National Margin of SafetyNavigating asymmetric threats, demographic shifts, and the future of defense in the Singapore Strait 31 Aug 2026 ↗
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