The Great Repricing Era: How Geopolitics, Inflation, and Disruption Are Redefining Global Investment Strategies
The Great Repricing Era: How Geopolitics, Inflation, and Disruption Are Redefining Global Investment Strategies In an age of accelerated change, we are witnessing a seismic shift in the global financial landscape , one being widely referred to as "The Great Repricing Era." Driven by a convergence of geopolitical turmoil, sustained inflation, and disruptive technologies , this phenomenon is challenging long-held assumptions about asset valuation, risk frameworks, and portfolio construction. For investors, institutions, and strategists alike, adapting to this new reality is no longer optional, it's existential. The Crumbling of Traditional Models For decades, investors leaned on established principles of diversification: geographic allocation between developed and emerging markets, sectoral bets between growth and value stocks, and predictable correlations between equities and bonds. These frameworks were supported by relative geopolitical stability, consistent monetary...