Publications
Selection of articles
35 publications
Restructuring Costs (2026)
Visibility on the global economy is currently declining, given…
AI: A New Stage in the Great Disinflation
Despite several successive geopolitical, health, and financial…
Forecasts
One of the critical roles of boards and chairpersons of large…
It only happens to others…?
Since 1750, there have been 319 sovereign…
Why do some companies stop growing?
After years of steady and significant growth,…
Differentiated Businesses
In businesses of more of less standardized…
Growing in a slowing world
In a globalized economy, an investor’s…
Magnitude & speed
Structurally, the average cost of capital…
The squeeze of Europe (2)
In a competitive environment, growing companies…
Deglobalization…?
The global economy has experienced a golden era…
Vertical growth
When a company has already concentrated its market, representing…