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According to LAIQON Asset Management, the global economic and financial order is undergoing profound structural change. Trade flows are being reshaped, geopolitical dependencies reassessed, and competition for technological leadership and critical resources intensified. At the same time, elevated sovereign debt is increasingly influencing monetary policy and the investment landscape.
These developments are converging into a new market environment referred to as the "SPEED Regime". The term captures the accelerating pace of structural transformation and a capital market environment in which liquidity, fiscal realities and geopolitical considerations play an increasingly important role in asset pricing.
Several long-term trends are unfolding...
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