Skip Header

Choose your location

Paras Anand
Article 8 min read

Longer cycle, shorter horizons: Governance at the end of the cycle

Why extra scrutiny of corporate governance, especially capital deployment decisions, is necessary towards the end of the cycle.

Paras Anand + 1 other | 5 April 2018

Anna Stupnytska
Article 9 min read

What are the signs? The evidence for and against a looming correction

Stretched valuations, peaking indicators, and central bankers starting to withdraw liquidity. Are we running out of road?

Anna Stupnytska + 3 others | 11 December 2017

Adnan Siddique
Bibliography 4 min read

The investment world's best end-of-cycle writing (we did the reading so you don't have to)

Explore the universe of end-of-cycle literature from professional investors, academia and popular culture. Asterisked items come highly recommended.

Adnan Siddique | 11 December 2017

Show Results