Trend Chasing - Publications - Faculty & Research

02 Jan 2024
Research & Ideas

10 Trends to Watch in 2024

The lightning-fast ascent of generative AI isn’t the only sea change on the horizon for businesses in the new year. The global economy is in flux as war, climate change, trade issues, and infrastructure problems demand attention. Many companies continue to struggle to... View Details

Keywords: by Rachel Layne

August 2009
Article

Inexperienced Investors and Bubbles

By: Robin Greenwood and Stefan Nagel

We use mutual fund manager data from the technology bubble to examine the hypothesis that inexperienced investors play a role in the formation of asset price bubbles. Using age as a proxy for managers' investment experience, we find that around the peak of the... View Details

Keywords: Asset Price Bubbles; Investment Experience; Investor Age; Trend Chasing; Investment; Experience and Expertise; Age; Behavioral Finance; Price Bubble; Information Technology; Stocks

15 Nov 2012
Research & Ideas

Funding the Design of Livable Cities

four primary trends driving the development of innovative solutions: The first is the world's population growth, forecast by the United Nations to reach roughly 9 billion by 2050, and the mass migration from the countryside and agrarian... View Details

Keywords: by Lisa Chase; Construction; Real Estate; Energy; Utilities

17 Apr 2009
Working Paper Summaries

The Investment Strategies of Sovereign Wealth Funds

Keywords: by Shai Bernstein, Josh Lerner & Antoinette Schoar; Financial Services

15 Dec 2003
Research & Ideas

The New Global Business Manager

take profits from one market and cross-subsidize losses in another. They've got to have a big, strategic world view, and be able to see broad cross-market trends and commonalities. In the P&G case, it was the global business manager... View Details

Keywords: by Cynthia Churchwell

22 Feb 2021
Book

Reaching Today's Omnichannel Customer Takes a New Sales Strategy

extrapolations of buying behavior in socially distanced contagion conditions. Second, the pandemic has accelerated trends that were in progress before, like omnichannel buying and multichannel selling. Third, the need to ramp-up virtual... View Details

Keywords: by Kristen Senz

31 May 2017
What Do You Think?

Can Amazon Do What Walmart Couldn’t, Stop the 'Wheel of Retailing'?

retailing? What do you think? References: James L. Heskett, W. Earl Sasser, Jr., and Leonard A. Schlesinger, “Leading for the Future of Services,” Chapter 8 in What Great Service Leaders Know & Do (Oakland: Berrett-Kohler Publishers, Inc., 2015), pp. 191-224. M. P.... View Details

Keywords: by James Heskett; Retail

23 Jan 2018
First Look

First Look at New Research and Ideas, January 23, 2018

noticeable trend of declining productivity growth. Despite the persistent decline in productivity growth, a consensus on its explanation had not been reached. Some of the debate focused on the technicalities of productivity measurement,... View Details

Keywords: Sean Silverthorne

10 Jul 2000
Research & Ideas

Entrepreneurship in Europe

Four key trends that have contributed to this changing environment, said Kuemmerle, are: the dot.com wave; the emergence of global start-up firms; capital chasing entrepreneurs; and changes in supporting... View Details

Keywords: by Kenneth Liss

05 Dec 2005
Research & Ideas

VCs Survey Post-Bubble Opportunities

contributed 50 percent to 70 percent of distributions in the industry in the past ten to fifteen years. With so much global liquidity, he added, it will become even more difficult to earn a respectable rate of return as too many dollars View Details

Keywords: by Julie Hanna; Financial Services

19 Jun 2012
First Look

First Look: June 19

ideal shape of a solution to help these customers remains unclear, and competitors with a different product mix could be better positioned than McKesson to provide it. Finally, it could be too late altogether to reverse the trends eroding... View Details

Keywords: Sean Silverthorne

18 Oct 2004
Research & Ideas

The Bias of Wall Street Analysts

recent regulations imposed on the industry. But given the amorphous nature of some of the trends you document, do you think these will be effective? Mark Bradshaw: The entire function of the sell-side analyst is now up in the air, so a... View Details

Keywords: by Ann Cullen; Financial Services

15 Sep 2009
First Look

First Look: September 15

of general innovations to the development of R&D innovations. This results in an increase in R&D, an increase in firm-level volatility, and a decline in aggregate volatility. The effect on productivity growth is ambiguous. On the empirical side, this paper... View Details

Keywords: Martha Lagace

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