Why Investing Process Outperforms Prediction: 2026–2030 Strategy
For much of
the last decade, successful investing appeared to reward prediction. Calling
the next sectoral boom, identifying the fastest growing platform or
anticipating central bank pivots often delivered outsized returns. Low interest
rates, abundant liquidity and globalised supply chains created an environment
where being early mattered more than being resilient. That regime is ending.
As markets
move deeper into the 2026–2030 period, the investment landscape is becoming
more complex, more volatile and less forgiving of error. Earnings cycles are
being disrupted by geopolitics, supply chains are being reshaped by policy and
capital costs are structurally higher than in the post-GFC era. In such a
world, prediction is…
