Pulse


Change of Edge - EconVue Spotlight October 2022

Are central banks overreacting to inflation? Are we in for a positive surprise?

Japan Unlikely To Meet 2030 Goal For Emissions Reduction

On Climate Change, Economic Fundamentals Are Necessary But Not Sufficient

Hospital REITs Revisited: Rebutting Misleading and Inaccurate Policy Analysis

Steward Health Care System has pioneered the creation of accountable care networks nationwide through private funding sources. Steward was the first for-profit healthcare system to use private equity funding (Cerberus) to rescue, reimagine and reinvent a nonprofit health system (Caritas Christi). Steward subsequently became the first health system to use REIT financing (Medical Properties Trust) to fund aggressive expansion of their operating model to new markets.

Emerging Markets on the Cusp: Part Three - Emerging Markets Debt Crisis or Resolutions??

This article is the third of a series about the challenging global environment facing Emerging Markets/Developing Countries (EM/DCs) living with the legacy of the pandemic and the Ukraine war. In this series, we want to apply the techniques of Country Risk Analysis to assess the changing risk environment, especially as it applies to a potential debt crisis.  

Latin America's Perfect Storm

Originally published by Global Americans.

Healthcare’s Jobs to Be Done (Part 2): Application

Clay Christensen’s insights on disruption and innovation have shaped my perspective on health industry transformation and featured prominently in both of my books. In Part 1 of this series, I detailed his pathbreaking work on “Jobs to be Done (Jobs)” at Harvard Business School. By understanding what “jobs” customers “hire” products to do, innovative companies can design their products to get those jobs done.

Emerging Markets on the Cusp: Part Two- Emerging Markets and Global Risks

This article is the second  of a series about the challenging global environment facing Emerging Markets/Developing Countries (EM/DCs) living with the legacy of the pandemic and the Ukraine war. In this series, we want to apply the techniques of Country Risk Analysis to assess the changing risk environment, especially as it applies to a potential debt crisis.  

Nicaragua: Dictatorship and Collaboration with Extra-Hemispheric U.S. Rivals

This work looks at how the Sandinista regime of Daniel Ortega and Rosario Murillo in Nicaragua has further clamped down on dissent and consolidated power since the rigged November 2021 Presidential elections, and how it is increasingly serving as an entry-point for expanded activity in the region by Russia, Iran, and the PRC.

Healthcare’s Jobs to Be Done (Part 1): A Primer

I’ve been an admirer of Clay Christensen’s work since the late 1990s. Shortly after he published The Innovator’s Dilemma in 1997, Christensen headlined a Merrill Lynch global retreat for managing directors. During his keynote address, he presented and applied his theory of disruptive innovation. I was mesmerized.

Hidden Damages: August Spotlight 2022

Is Covid just a dress rehearsal? What have we learned about living with our biological and geopolitical adversaries?https://www.washingtonpost.com/health/2022/08/19/long-covid-brain-effects/

Pages