Market Reckoning
Transforming a long-standing business model takes time, especially in the wake of significant market collapses. The aftermath of scandals like Enron and Tyco prompted a reevaluation of investment strategies, emphasizing the importance of corporate governance and management quality. This period marked a chaotic yet crucial shift in how asset managers approached stock selection amidst unprecedented market risks.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
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