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April 23, 2020
What the Current Crisis Means for Private Equity
Access to capital will likely buoy some PE firms and the companies they back. Others will be less lucky.
Filippo Mezzanotti
April 17, 2020
The COVID-19 Crisis Reveals How Short-Term, Shareholder-First Thinking Still Rules the Day
From questionable buybacks to overly restrictive M&A clauses, a recent pledge to consider other stakeholders is ringing hollow.
José Maria Liberti
April 1, 2020
The Unprecedented Stock-Market Reaction to COVID-19
A new analysis explains why this pandemic really is different.
Scott R. Baker, Nicholas Bloom, Steven J. Davis, Kyle Kost, Marco Sammon and Tasaneeya Viratyosin
March 18, 2020
Many Funds Have Committed to Socially Responsible Investing—But Few Are Following Through
As money flows into ESG funds, new evidence shows that most asset managers aren’t actually changing their investment behaviors.
Soohun Kim and Aaron Yoon
March 2, 2020
Yes, Investors Care About Gender Diversity
By recruiting more women, tech and finance companies stand to add millions to their stock value.
David Daniels, Jennifer Dannals, Thomas Lys and Margaret A. Neale
March 2, 2020
How to Pick a Loser
A hedge-fund manager explains what most traders get wrong about short selling and when to go long on a diamond in the rough.
Scott Fearon and Robert Korajczyk
March 2, 2020
Why Financial-Market Pioneer Richard Sandor Is Building “the Most Boring Benchmark in America”
A conversation with the creator of AMERIBOR about interest-rate benchmarks in a post-LIBOR world.
Richard Sandor and Robert McDonald
February 3, 2020
Why Companies Shouldn’t Necessarily Fear Higher Employee Turnover
In private equity, team stability has long been prized. But new research shows that higher turnover leads to better performance.
Francesca Cornelli, Elena Simintzi and Vikrant Vig
January 2, 2020
Predicting Exchange Rates Is Hard. Could Dusting Off an Old Technique Help?
Investors take note: the “real exchange rate” may be a more accurate long-term forecaster than economists thought.
Martin Eichenbaum, Benjamin Johannsen and Sergio Rebelo
January 2, 2020
How a Cash Crunch in India Led to the Widespread Adoption of E-Pay Technology
The rapid spread of a fintech app offers lessons for companies and policymakers.
Nicolas Crouzet, Apoorv Gupta and Filippo Mezzanotti
December 2, 2019
Two Ways the Economy Could Have Recovered Faster after the Great Recession
Doubling down on these monetary policies could help combat future financial crises.
Janice C. Eberly, James Stock and Jonathan Wright
September 19, 2019
Is Maximizing Shareholder Value a Thing of the Past?
Top CEOs recently “redefined” the purpose of a corporation. Kellogg faculty weigh in.
Carola Frydman, Ravi Jagannathan, Robert Korajczyk, José Maria Liberti and Aaron Yoon
August 2, 2019
The Groucho Marx Theory of Efficient Markets
A finance professor argues that markets remain efficient only if enough people believe they are not.
Mitchell A. Petersen
June 3, 2019
What Causes Stock Market Swings?
Tariffs? Job reports? Oil prices? A new volatility index pinpoints which factors make investors feel uncertain.
Scott R. Baker, Nicholas Bloom, Steven J. Davis and Kyle Kost
May 2, 2019
A Comprehensive Model for Building Winning Stock Portfolios
Linking fundamental analysis and portfolio optimization may be the key to solving the “investor’s problem.”
Matthew R. Lyle and Teri L. Yohn
April 1, 2019
Three Quarters of Americans Aren’t Putting Enough into Their 401(k)s
With employers shifting away from pensions, there’s an urgent need for improved financial literacy.
Francisco Gomes, Kenton Hoyem, Wei Hu and Enrichetta Ravina
February 5, 2019
How Chinese Businesses Establish Credibility with Foreign Investors
Where contract law is lax, investment banks step in to vet companies.
Aaron Yoon
January 7, 2019
Not Everyone Benefited from Lower Interest Rates During the Great Recession
The Fed wanted to help struggling homeowners. But new lending rules undermined its efforts.
Anthony DeFusco and John Mondragon
November 6, 2018
Does It Pay Off to Invest in Companies That Engage in Sustainable Practices?
New research helps to quantify the value of “ESG” initiatives.
Mozaffar Khan, George Serafeim and Aaron Yoon
November 6, 2018
Which Businesses Are More Likely to Get a Loan During a Credit Crunch?
Banks get picky when cash dries up.
José Maria Liberti and Jason Sturgess
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