Proponents of stark structural changes are trying to use the current COVID-19 crisis as leverage to achieve their policy goals, but it is unlikely to succeed. In the U.S. it is the Green New Deal that is getting teed up and in Europe proponents want the new Farm to Fork initiative kept on track. There were similar distractions during the Great Recession but policymakers mostly enacted reforms to the banking system. In the same vein, limited resources this time will be focused on “repairs” to the health system. The term repairs is highlighted because the changes will not have unanimous agreement. Countries have already enacted restrictions on the export of food, medications and personal protective equipment. U.S. President Donal...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...