(Not) boring finds for this week – February 21, 2018

February 21, 2018 | Mawer Print

Bloomberg shows us past startling sell-offs; Norway’s sovereign wealth fund votes against executive pay at Alphabet; Amazon wades into health care waters; and the U.S. craft beer industry is brewing economic success.


Bloomberg – Far from unprecedented: nine selloffs like this, and nine rebounds

Bloomberg takes us for a “quick walk down bad memory lane” as a reminder that volatility is a staple feature in the markets.


The Financial Times News podcast – Norway fund takes lead on executive pay (6:58 min)

Last year Norway’s $1 trillion oil fund voted against pay proposals at Alphabet, JPMorgan, and Volkswagen—joining a growing chorus of institutional investors calling for more restraint on overly excessive and complex executive pay.


Recode – Amazon’s entry into the health care industry, by the numbers

Is there anything Amazon won’t do?


The Atlantic – Craft beer is the strangest, happiest economic story in America

On craft beer in the U.S., and how the regulatory environment plays a big role in shaping competitive dynamics.


Comments

  • Greg Ostryhon 23/02/2018 7:03am (5 months ago)

    Norway Fund Podcast.. Great to see investor pressure to address obscene levels of Executive Compensation. I suggest looking at total company compensation to ensure balance across and down the organization. Need to measure and compensate KPI's that drive Customer Satisfaction/ Retention, Employee Engagement, Productivity, Top Line and Bottom Line. Strategic alignment is also imperative across and down the organizations for consistent long term performance. Another benefit is enriching the middle class employees at lower levels. This can help prime the economy and help address the burgeoning disparity in wealth. Impact investing needs become more pervasive to help drive inclusive capitalism that will maintain a healthy and stable economy.


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