The Great Repricing: Why Intangible Assets Are Warping Strategy Models

Traditional strategy playbooks anchor to tangible assets-plants, inventory, debt. But in a world dominated by IP, brand equity, and data - valuation, risk, and strategy must change.

What’s Happening In 2025, over 90% of the S&P 500’s market value is tied to intangibles. APAC firms are catching up. Whether it's a pharma company betting on a patent, or a streaming platform monetizing user data, the most strategic assets no longer sit on the balance sheet.

The Strategic Angle Executives need new lenses for strategy:

• Risk isn't just supply chain it's IP erosion.

• Growth isn't just CAPEX it's brand equity scaling.

• M&A isn't just asset acquisition it's acquiring culture, tech, or algorithms.
  

3 Executive Takeaways:

• Build valuation models that include data, IP, and customer community.

• Audit your balance sheet against your real strategic moat.

• Treat culture and knowledge systems as economic assets.