My morning reading of the German newspaper FAZ really gave me a happy start into the day. I read an article about the weak stock quotes of the large investment firms like Blackstone or Fortress. There I found this sentence “In the view of increasing defaults of corporate loans, a new heyday is expected for […]

DVD business is one the biggest profit makers in Hollywood. Taking this issue into consideration it easy to see why movie makers of the big media companies (e.g. Time Warner, News Corp., and NBC Universal) can be very happy now. The long term “format war” between blu-ray and HD DVD has come to an end. […]

According to various management journals, management speeches, and scientific studies we know that employees can be one important source for innovation, corporate value and competitive advantages. Hence it is very easy to find a number of publications “how to motivate” and “how to manage” (your staff). Well I won’t discuss the question whether it is […]

Taking into account market capitalization Chinese and European companies have gained more importance. Opposite to this development the importance of North American companies as well as Japanese Companies declined. Among the top 100 most valuable companies firms from China were able to more than double their market value (+123 per cent). American companies had to […]

Recently McKinsey announced the survey results concerning the first 100 days of new CFOs. According to available data McKinsey considered 164 responses from a representative sample of CFOs. The article that contains the findings displays participants’ views about their first hundred days as CFO.

Major findings:

CFO may not be spending their time where it’s most needed […]

We wish you all a happy holiday season and all the best for the New Year!
Dagmar Recklies        Oliver Recklies
and Eddie

A better option for sovereign wealth funds to invest in major financial players is very hard to imagine. Equities of banks offer a discount of 20 % in their share price and represent the rear light on Wall Street. To be more exactly: This year the share price of financial institutions has declined about 22 […]

A couple of days I posted some news related to previous activities by so called government investment funds (sovereign wealth funds). Their current investment activities focus on financial institutions; due to the subprime crisis some large players have to write off some parts of their loan portfolios. Therefore the share price of some players is […]

A couple of days ago we had a look at the current trends of government investment funds (sovereign wealth funds). Today we saw the next move of an investment fund: GIC (Government of Singapore Investment Corporation Pte. Ltd) and another investor subscribed (it might be Abu Dhabi - ADIA) subscribed convertible bonds of UBS, the famous […]

A few days ago I posted some interesting figures related to large government investment funds (sovereign wealth funds) and their cash flow sources. So what do these funds in detail in their investments?
Well this matter is not directly related to strategic planning. However the current trends and financial investments of these funds should be considered carefully […]