Co-authored with Jeff Jones, Chief Commercial and Strategy Officer for Conifer Health Solutions.

Key Takeaways:

The evidence is still out but hopes are high that Japanese institutional investors focused on sustainability and corporate governance reforms can convince Japan Inc. to comprehensively embrace reforms designed to improve productivity and ultimately deliver higher returns. Corporate governance reforms, a cornerstone of Abenomics, started taking hold in 2014. Today, GPIF, the world’s largest pension scheme is among their most vocal champion in linking reforms to a holistic emphasis on long-term sustainable investment strategies.

This is a response to Marsha's piece here.

Of all my memories of Paul Volcker – I first met him in the early  1970s when we was UnderSecretary for Monetary Affairs at the US Treasury and I was editing The Banker – four are particularly persistent:

The passing of legends prompts renewed consideration of their achievements and, of times, conjures not-so-favorable comparisons to their successors. Paul Volcker, who died at 92 this week, set the standard for bold monetary policy as Fed chairman from 1979 to 1987. Taking the helm amid stubbornly high and rising inflation and lackluster trend real growth, he faced the Federal Reserve’s greatest challenge since the Great Depression. Like that earlier episode, bad decisions by his predecessors had created much of the crisis.
 

Co-authored with John Kerins, Director in Cain Brother’s Corporate M&A Advisory practice.

Key Takeaways:

Written By Eleanor Shiori Hughes -  November 14, 2019

Our subject is health - both the health of the global economy, and the health of its global citizens. Each is dependent on the other, especially in a world where healthcare expenditures continue to rise. According to the World Bank, they average ten percent of GDP and are nearly double that in the US. 

Chicago and Mexico are inextricably intertwined on multiple levels. The Midwest has structural similarities to the Mexican economy, especially in terms of the dominance of its manufacturing sector. Chicago has the largest Mexican-American population in the country outside of Los Angeles, more than three quarters of a million people. We even share a connection in the natural world. This is the season when a kaleidoscope of Monarch butterflies swarm through Chicago, on their way to spend the winter in Mexico.

Episode 06_20191001_David Johnson.mp3