IMD The Good Governance Crash Test Covid 19

Well-governed organizations have vastly overperformed poorly governed ones during the Covid-19 pandemic. Despite the vast difference in context, this is an exact repeat of the 2008 crisis. So why has governance become such a key differentiator?  We investigate with reference to:

• the source of over-performance of well-governed companies
• the quasi-permanent issues faced by poorly governed companies
• the demonstration that well-governed companies are the ones that address the best environmental (E) and social (S) aspects – in other words that a good ESG starts with a good “G”.

Full paper here

Other posts

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy September 2023 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

December 16: The Week Ahead

BY TEMATICA
The Fed's monetary policy meeting, November Retail Sales, Nike and Micron earnings Read more →

C8 Hedge – Currency Compass – Election Special – November 2024

BY JON WEBB
The strong USD bias worked well for our FX models last month, with our dynamic hedge adding over 1% outperformance for EURUSD and GBPUSD, and over 3% for USDJPY.  We note, however, that our models have now moved to neutral for the USD against the EUR and GBP, though still look for higher USDJPY.  Reducing FX risk may well be sensible given the closeness of the US Presidential election, and doubts about the accuracy of polls. Though, as we note overleaf, late momentum now marginally favours Harris. Read more →
Back to all posts →