Mergers and Acquisitions

Mergers and Acquisitions

Do Mergers and Acquisitions Create or Destroy Value? Gresham College public lecture (video, transcript) Why CEOs May Want You Talking About Takeover Attempts. Takeover rumors push up the stock price of a potential target, deterring acquirers. Interview...
Housing Crisis

Housing Crisis

An Incentive-Based Solution to Strategic Mortgage Default. A solution to mortgage default based on behavioral economics, currently implemented across the US. On TIME magaine’s 50 best inventions of 2010. VoxEUop-ed. A New Incentive Program Aims to Slow Rising...
Investor Stewardship

Investor Stewardship

The Stewardship Role of Investors. Gresham College public lecture (transcript) Fund Industry Can Flush Out the Closet Trackers. How changes in disclosure can encourage active managers to be truly active (Financial Times) Stewardship Must Be Embedded Across the...
Short-Termism

Short-Termism

A Critical Look at the Evidence for Short-Termism. Discusses the UK’s low investment and the McKinsey study on the benefits of long-termism. From my response to the Green Paper on Industrial Strategy.Is Short Termism Really a Problem? Talk at the American...