Corporate Strategy
The Great Unbundling: Why Private Equity is Carving Up Europe’s Industrial Empires
Private equity firms are reshaping Europe’s economy by acquiring non-core divisions from industrial conglomerates, aiming to unlock value and create leaders.
The Great Recalibration: Why the Chief Sustainability Officer Is Pivoting from PR to P&L
The Chief Sustainability Officer role is pivoting from a public-facing, PR-focused position to a strategic, operational, and financially-driven C-suite role.
Beyond Banking: Why Lloyds is Quietly Building a £2 Billion Rental Empire
Lloyds Bank is quietly becoming a major UK landlord, building a £2bn rental portfolio. Discover the strategy and its impact on finance and the economy.
Nuclear Ambition: Can EDF’s High-Stakes Bet on Sizewell C Reboot Its Fortunes and Secure Europe’s Energy Future?
EDF’s CEO vows to speed up nuclear projects, using the UK’s Sizewell C to prove it can match the efficiency of Asian competitors and secure its financial future.
Pfizer’s $10 Billion Gambit: Winning the War for Metsera and the Future of Weight Loss
Pfizer outmaneuvered rival Novo Nordisk in a $10bn bidding war for weight-loss startup Metsera, a strategic move to combat its looming patent cliff.
The $22 Billion Deal That Vanished: How Geopolitics Just Redrew the Map for Global Finance
A $22bn energy deal collapses under US pressure, revealing a new era where geopolitics can veto global finance and reshape investment risk.
Gulliver’s Curse: The Perils of Immortality in Modern Finance and Investing
Jonathan Swift’s Gulliver’s Travels offers a stark warning for modern finance: the pursuit of immortality without vitality is a curse.
The Unincentivized Escape: What a Bizarre Prison Mix-Up Teaches Us About Finance, Risk, and Systemic Failure
A satirical story about mistaken prisoner releases offers profound lessons on systemic risk, perverse incentives, and the flaws in our economic systems.
Investing in America: Decoding Corporate Strategy in an Era of Economic Unpredictability
An analysis of the US investment climate, exploring how businesses navigate policy uncertainty, a tight labor market, and shifting corporate strategies.
From Party Politics to Portfolio Principles: What a Membership Fee Dispute Teaches Investors About Financial Governance
A political fee dispute offers a powerful lesson for investors on the critical importance of financial governance, transparency, and fiduciary duty.
The Accidental Genius: How UniCredit’s Failed Deals Forged a New M&A Playbook
UniCredit’s failed M&A deals have forged a new, influential playbook: using strategic minority stakes to gain influence without the risk of full takeovers.
Pfizer’s $100 Billion Gamble: Inside the High-Stakes Battle for the Weight-Loss Drug Crown
Pfizer is playing hardball in the $100B weight-loss drug market, betting its future on a pill to challenge the injectable giants, Novo Nordisk and Eli Lilly.