The world broke its own rules. Investing has not yet caught up.For much of the past four decades, markets operated within a remarkably stable framework. Globalisation deepened. Labour remained abundant. Inflation appeared conquered. Central banks absorbed every shock. Growth repaired every imbalance, and diversification was expected to protect capital.That order is ending.Investing in the Age of Disorder argues that what confronts us is not simply another crisis or another turn in the economic cycle. It is a new regime-political, demographic, monetary, technological and geopolitical-in which the forces shaping economies and markets are being fundamentally reordered.This transformation reaches far beyond higher volatility. It changes how growth is created, how profits are distributed, how governments intervene, how capital moves and how every major asset class behaves.Drawing on more than twenty years of analysing markets and managing portfolios, Jean-Paul Poggi-Pizzini moves from diagnosis to reconstruction. He explains: - why the old economic and investment framework is breaking down;- how geopolitics, demographics, labour scarcity and the return of the state are overtaking the traditional market cycle;- why familiar valuation and diversification models are becoming less reliable;- how the logic governing eight major asset classes changes under the new regime;- how to engineer resilience when prediction is no longer enough.This is not a book about forecasting the next correction. It is about understanding the world that will shape the decades ahead-and rebuilding investment around resilience rather than inherited assumptions.The book does not begin with a portfolio. It begins with the world-and ends with a new architecture for investing.
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