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Global Newsletter & Insights Series
We are in the midst of two concurrent and unprecedented business events. The current economic cycle is the longest in U.S. history, at over ten years, and we are enjoying the longest bull market in history that has seen the S&P 500 rise from 676 in March of 2009 to…
For nearly five decades, CEOs viewed their primary responsibility as delivering shareholder returns, and subsequently acted in service of that goal. That has changed. Over the past several years, societal expectations of corporations have evolved significantly, and with it, the role of the CEO. Historically, returns to shareholders and corporate…
A company’s “ESG performance” as an investment factor in stock and fixed income selection has been evolving rapidly over the last five years. Considering a company’s ESG performance is now mainstream for European funds and catching on rapidly in the U.S. and elsewhere, companies that do not proactively address this…
The purpose of corporations, the structure of their boards and the nature of their directors are no longer just abstractions. Now, corporations must seek to diversify the homogenous nature of directors, including their historically similar backgrounds, education and networks. Also, to be sought are broader board actions that go beyond…
When the internet turned 30 in March of 2019, it felt like a significant moment. Significant because the internet has had a seismic impact on modern life in a relatively short space of time. Fifty-seven percent of the world’s population has access to the internet. Five billion people own a…
The traditional media of newspapers, magazines and broadcast stations is being transformed by new channels of communication and new forms of reporting, driven by technologies that are now taking us far beyond the transformations of the internet era. In short, the media is being democratized and, as a result, CEOs…
Despite the popular notion that the outlook for trade negotiations between the United States and China is gloomy, there may be room for cautious optimism that a positive outcome benefitting multinational companies can ultimately be achieved. Companies and executives evaluating their business strategies in China should focus on staying the…
The rise of China is upsetting the longstanding geopolitical equilibrium in East Asia. The U.S. has dominated the region militarily since World War II, while U.S. economic and diplomatic clout has allowed it to exert regional influence with carrots as well as sticks. Today, the U.S.’ position in Asia faces…
Operating under Western economic sanctions for over five years, Russia finds itself in a unique position heading into 2020. Through a combination of careful fiscal management and coordinated energy policies, Russia has leveraged its status as one of the world’s leading oil and gas producers to achieve a number of…
For outside observers, 2019 might have looked somewhat like a head spin in European politics. First and foremost, Brexit was postponed. Meanwhile, elections in Spain saw the continuation of a hung parliament. In contrast, in Greece, polls resulted in the return to a rather traditional-looking center-right government, and in Denmark…
Europe is becoming assertive as a global standard-setter. To a large extent it sets the global agenda on consumer protection, financial services, and data. The EU is successfully exporting regulation as a template to be copied by other jurisdictions. The fact that the standards are related to values shared by…
Ahead of the 12 December general elections, party manifestos and the polls are in focus. Party programs are expected to be revealed over the coming days. However, the previously discussed impact of polarization is already becoming clear: parties are trying to outperform each other with radical proposals. For instance, the…
