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 July 2023 Update

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

C8 Weekly Bulletin: Trend Following

BY ROBERT MINIKIN
Central banks have had to act aggressively to contain inflation expectations - leading to an unwinding of excess global liquidity and divergent responses across asset classes.  A return to "normal" financial markets, with less policy support for asset prices and higher market volatility.  In this context, there is also new investor interest in trend-following strategies that exploit diverging market dynamics. C8 Studio contains both high quality trend-following indices and innovative combination technology. Read more →

NDR Fixed Income Allocation Strategy August 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
Back to all posts →