Funny or weird?


Three Ways Asset Managers Can Evolve Their Business Model and Embrace Responsible Innovation

“Most innovations fail. And companies that don’t innovate die.” — Henry Chesbrough Innovation prevails during times of adversity. Organizations can treat the current coronavirus crisis as an existential threat or as an opportunity to help effectively navigate rough terrain now and in the future. Responsible innovation might just be a transformative solution. The traditional, shareholder-value […]
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Gender Lens Investing: Where to from Here?

Stronger women-in-leadership (WIL) metrics have well-documented benefits, yet companies have failed to truly accelerate their gender diversity efforts. Women make up 44.7% of S&P 500 employees and 36.9% of first- and mid-level managers, but as 2019 came to a close, they accounted for only 5.8% of S&P CEOs and only 21.2% of board seats, less […]
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Know What You Don’t Know: Six Tips from Howard Marks, CFA

“No amount of sophistication is going to allay the fact that all of your knowledge is about the past and all your decisions are about the future.” — Howard Marks, CFA Oaktree Capital Management co-chair Howard Marks, CFA, sat down with Bloomberg senior editor John Authers at the 73rd CFA Institute Annual Virtual Conference and offered […]
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The NMC Health Debacle: Four Red Flags?

NMC Health (“NMC”) was founded in Abu Dhabi in 1975 and expanded to become the United Arab Emirates (UAE)’s largest health care company. Listed on the FTSE 100, NMC operated in 19 countries and employed 2,000 doctors and nearly 20,000 additional staff. Then its fortunes took a turn. Signs of trouble emerged in December 2019. […]
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Forecasting the Post-Coronavirus World

As we move past what we hope is the peak of the COVID-19 pandemic, the focus of investors is shifting from the immediate economic damage to the way out of lockdown and on to a new normal. Since this is an unprecedented crisis, the forecasts of what the world will look like in the next […]
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Modern Private Equity and the End of Creative Destruction

“The more leveraged takeovers and buyouts now, the more bankruptcies tomorrow.” — John Shad, chair of the Securities and Exchange Commission (SEC), 1984 When the Reagan administration pushed for widespread deregulation in the early 1980s, financial services benefited enormously. The brisk innovation that followed sparked the junk bond and M&A mania that became known as […]
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