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  • All HBS Web  (1,271)
    • People  (2)
    • News  (58)
    • Research  (1,139)
    • Events  (1)
  • Faculty Publications  (958)
← Page 38 of 1,271 Results →
  • February 1996 (Revised February 1997)
  • Case

America Online, Inc.

By: Amy P. Hutton and Krishna G. Palepu
America Online's (AOL) stock price has soared nearly 2,000% since its IPO. However, there is considerable disagreement among analysts regarding the future prospects of AOL. Although many analysts are bullish on the stock, short sellers have sold around 7 million... View Details
Keywords: Cost Accounting; Analysis; Stocks; Decision Choices and Conditions; Financial Statements; Business Strategy; Web Services Industry
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Hutton, Amy P., and Krishna G. Palepu. "America Online, Inc." Harvard Business School Case 196-130, February 1996. (Revised February 1997.)
  • July 1998
  • Article

New Derivative and Hedging Accounting Standard

By: David F. Hawkins
Keywords: Credit Derivatives and Swaps; Accounting; Standards
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Hawkins, David F. "New Derivative and Hedging Accounting Standard." Accounting Bulletin, no. 67 (July 1998).
  • May 2005 (Revised November 2005)
  • Background Note

Note on Credit Derivatives

Provides the basic underlying model for credit risk analysis, as well as covers basic credit risk derivatives, such as asset swaps, credit default swaps, total return of rate swaps, and credit spread options. View Details
Keywords: Credit Derivatives and Swaps; Risk and Uncertainty; Credit
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Chacko, George C., Peter A. Hecht, Anders Sjoman, and Kate Hao. "Note on Credit Derivatives." Harvard Business School Background Note 205-111, May 2005. (Revised November 2005.)
  • January 2004 (Revised October 2006)
  • Case

Texas Gulf Sulphur: The Timmins Ontario Mine

By: Henry B. Reiling and Maria Mercedes Camargo
Employees, officers, and directors of Texas Gulf Sulphur acquired or tipped off others to acquire common stock or options before and concurrent with the announcement of a major discovery of ore. The question is whether any of these acquisitions violated either federal... View Details
Keywords: Acquisition; Ethics; Stock Options; Lawfulness; Mining Industry; Texas
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Reiling, Henry B., and Maria Mercedes Camargo. "Texas Gulf Sulphur: The Timmins Ontario Mine." Harvard Business School Case 204-114, January 2004. (Revised October 2006.)
  • March 2011
  • Supplement

H Partners and Six Flags (B)

By: Robin Greenwood and Michael Gorzynski
Rehan Jaffer, the founder of hedge fund H Partners, is considering what to do with his investment in Six Flags. H Partners had invested a significant amount of the firm's capital in the senior bonds of U.S.-based Six Flags, following that company's bankruptcy filing. View Details
Keywords: Equity; Insolvency and Bankruptcy; Business and Shareholder Relations; Price; Acquisition; Decisions; Borrowing and Debt; Investment Funds; Opportunities; Bonds; Investment Activism; Financial Services Industry; United States
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Greenwood, Robin, and Michael Gorzynski. "H Partners and Six Flags (B)." Harvard Business School Supplement 211-096, March 2011.
  • 2013
  • Working Paper

Return Predictability in the Treasury Market: Real Rates, Inflation, and Liquidity

By: Carolin E. Pflueger and Luis M. Viceira
Estimating the liquidity differential between inflation-indexed and nominal bond yields, we separately test for time-varying real rate risk premia, inflation risk premia, and liquidity premia in U.S. and U.K. bond markets. We find strong, model independent evidence... View Details
Keywords: Expectations Hypothesis; Term Structure; Real Interest Rate Risk; Inflation Risk; Inflation-Indexed Bonds; Financial Crisis; Inflation and Deflation; Financial Liquidity; Bonds; Investment Return; Risk and Uncertainty; United Kingdom; United States
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Pflueger, Carolin E., and Luis M. Viceira. "Return Predictability in the Treasury Market: Real Rates, Inflation, and Liquidity." Harvard Business School Working Paper, No. 11-094, March 2011. (Revised September 2013.)
  • January 2011
  • Supplement

Matrix Capital Management (C)

By: Malcolm P. Baker and David Lane
Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale... View Details
Keywords: Public Ownership; Cash Flow; Management Analysis, Tools, and Techniques; Investment Funds; Financial Strategy; Valuation; Partners and Partnerships; Markets; Performance Efficiency; Patents; Stock Shares; Decisions; Financial Services Industry
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Baker, Malcolm P., and David Lane. "Matrix Capital Management (C)." Harvard Business School Supplement 211-060, January 2011.
  • August 2011 (Revised October 2014)
  • Supplement

High Wire Act: Credit Suisse and Contingent Capital (B)

By: Clayton S. Rose and Aldo Sesia
The B case describes the process and terms of the very successful offerings of contingent capital in February 2011, as well as The Basel Committee's preliminary decision not to allow contingent capital to count as Tier 1 equity. View Details
Keywords: Cost vs Benefits; Decisions; Financial Crisis; Finance; Capital; Financial Instruments; Leadership
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Rose, Clayton S., and Aldo Sesia. "High Wire Act: Credit Suisse and Contingent Capital (B)." Harvard Business School Supplement 312-008, August 2011. (Revised October 2014.)
  • 2009
  • Case

Blaine Kitchenware, Inc.: Capital Structure (TN): Brief Case.

By: Timothy A. Luehrman and Joel L. Heilprin
Keywords: Capital Structure; Financial Strategy; Interest Rates; Taxation; Stocks; Consumer Products Industry
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Luehrman, Timothy A., and Joel L. Heilprin. "Blaine Kitchenware, Inc.: Capital Structure (TN): Brief Case." Watertown, MA: Harvard Business Publishing Case, 2009.
  • October 2007 (Revised November 2007)
  • Case

Barclays Global Investors and Exchange Traded Funds

By: Luis M. Viceira and Alison Berkley Wagonfeld
Provides an overview of the Exchange Traded Funds (EFT) industry and highlights the leadership role that Barclays Global Investors (BGI) has played in this developing asset class. BGI launched its first ETFs under the iShares brand name in 2000, and by mid-2007 BGI was... View Details
Keywords: History; Venture Capital; Asset Management; Stocks; Investment Funds; Leading Change; Expansion; Competitive Strategy; Capital Markets; Global Strategy; Financial Strategy; Financial Services Industry; Financial Services Industry; Asia; Europe
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Viceira, Luis M., and Alison Berkley Wagonfeld. "Barclays Global Investors and Exchange Traded Funds." Harvard Business School Case 208-033, October 2007. (Revised November 2007.)
  • 1987
  • Chapter

State Trading and the Futures Market

By: James E. Austin and Kenneth L. Hoadley
Keywords: Futures and Commodity Futures; Government and Politics; Financial Markets
Citation
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Austin, James E., and Kenneth L. Hoadley. "State Trading and the Futures Market." In U.S.-Mexico Relations: Agriculture and Rural Development, edited by Bruce F. Johnston, Cassio Luiselli, Roger Norton, and Celso Cartas Contreras. Stanford University Press, 1987.

    Chandler’s Legacies

    had integrating the U.S. economy, creating out of necessity new organizational forms, financial instruments and accounting techniques. For my Ph.D. thesis, I decided to study transportation technologies in... View Details
    • July 1994 (Revised October 1995)
    • Case

    Coca-Cola Harmless Warrants

    By: Scott P. Mason and Mihir A. Desai
    Underscores the arbitrage implicit in the pricing of a complex unit of debt and warrants issued by the Coca-Cola Co. View Details
    Keywords: Bonds; Price; Innovation and Invention; Food and Beverage Industry
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    Mason, Scott P., and Mihir A. Desai. "Coca-Cola Harmless Warrants." Harvard Business School Case 295-007, July 1994. (Revised October 1995.)
    • April 2025
    • Article

    The Disappearing Index Effect

    By: Robin Greenwood and Marco Sammon
    The abnormal return associated with a stock being added to the S&P 500 has fallen from an average of 7.4% in the 1990s to 0.3% over the past decade. This has occurred despite a significant increase in the share of stock market assets linked to the index. A similar... View Details
    Keywords: Stocks; Investment Return; Value
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    Greenwood, Robin, and Marco Sammon. "The Disappearing Index Effect." Journal of Finance 80, no. 2 (April 2025): 657–698.
    • August 2020
    • Article

    Macroeconomic Drivers of Bond and Equity Risks

    By: John Y. Campbell, Carolin E. Pflueger and Luis M. Viceira
    Our new model of consumption-based habit generates time-varying risk premia on bonds and stocks from loglinear, homoskedastic macroeconomic dynamics. Consumers' first-order condition for the real risk-free bond generates an exactly loglinear consumption Euler equation,... View Details
    Keywords: Consumption-based Habit Formation; Consumption Euler Equation; Time-varying Risk Premia; Inflation Dynamics; Bond-stock Correlation; Risk and Uncertainty; Bonds; Macroeconomics
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    Campbell, John Y., Carolin E. Pflueger, and Luis M. Viceira. "Macroeconomic Drivers of Bond and Equity Risks." Journal of Political Economy 128, no. 8 (August 2020): 3148–3185.
    • August 2014
    • Article

    What Makes Annuitization More Appealing?

    By: John Beshears, James J. Choi, David Laibson, Brigitte C. Madrian and Stephen P. Zeldes
    We conduct and analyze two large surveys of hypothetical annuitization choices. We find that allowing individuals to annuitize a fraction of their wealth increases annuitization relative to a situation where annuitization is an "all or nothing" decision. Very few... View Details
    Keywords: Annuity; Pension; Retirement Income; Framing; Annuities; Retirement
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    Beshears, John, James J. Choi, David Laibson, Brigitte C. Madrian, and Stephen P. Zeldes. "What Makes Annuitization More Appealing?" Special Issue on NBER Pensions. Journal of Public Economics 116 (August 2014): 2–16.
    • November 2007
    • Case

    AXA MONY

    By: Lucy White and Andre F. Perold
    AXA's friendly bid for MONY is contested by activist hedge funds suspicious of management's generous change in control contracts. Votes trade after the record date. AXA financed the bid using an unusual conditionally convertible bond which may have affected incentives... View Details
    Keywords: Bonds; Ethics; Bids and Bidding
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    White, Lucy, and Andre F. Perold. "AXA MONY." Harvard Business School Case 208-062, November 2007.
    • Article

    Inflation-Indexed Bonds and the Expectations Hypothesis

    By: Carolin E. Pflueger and Luis M. Viceira
    This paper empirically analyzes the Expectations Hypothesis (EH) in inflation-indexed (or real) bonds and in nominal bonds in the U.S. and in the U.K. We strongly reject the EH in inflation-indexed bonds and also confirm and update the existing evidence rejecting the... View Details
    Keywords: TIPS; Breakeven Inflation; Return Predictability; Bond Risk Premia; Risk Management; Bonds; Financial Liquidity; Inflation and Deflation; United Kingdom; United States
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    Pflueger, Carolin E., and Luis M. Viceira. "Inflation-Indexed Bonds and the Expectations Hypothesis." Annual Review of Financial Economics 3 (2011): 139–158.
    • 01 Sep 2010
    • News

    Letters to the Editor

    graduating MBAs to engage in and influence the key strategic priorities of leading social sector organizations. Although the article cited the generous financial support that HBS and its donor base provides to fellows, it’s also worth... View Details
    Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
    • October 2000 (Revised February 2007)
    • Case

    Harvard Management Company and Inflation-Protected Bonds, The

    By: Luis M. Viceira
    In March 2000, the board of The Harvard Management Co. (HMC) approved significant changes in the policy portfolio determining the long-run allocation policy of the Harvard University endowment. These changes included a sharp reduction of the allocation to U.S. equities... View Details
    Keywords: Bonds; Investment Portfolio; Investment Funds; Asset Management; Corporate Governance; Capital Markets; Financial Services Industry; United States
    Citation
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    Viceira, Luis M. "Harvard Management Company and Inflation-Protected Bonds, The." Harvard Business School Case 201-053, October 2000. (Revised February 2007.)
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